Citi Australia appoints senior manager with focus on super

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Citi Australia’s Markets business has welcomed a new Managing Director adding senior coverage in line with the growth of its superannuation offering. Nicki Ashton has been named Senior Relationship Manager... Read more continue reading

Helen Thom joins Advice Revolution as Head of Sales

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Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales. Thom comes with over 20 years of experience in the financial advice industry and advice... Read more continue reading

Bank Australia commits to 2035 net zero target

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Bank Australia has announced its commitment to achieve net zero emissions across its operations, and lending and investment portfolio by 2035. The 2035 net zero target is the headline commitment... Read more continue reading

Alphinity Investment Management lowers global equities management fees

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Leading Australian and global equities fund manager Alphinity Investment Management is lowering the management fees of its two global equity funds from 1.00% to 0.75% (inclusive of GST and net... Read more continue reading

Lonsec continues to support the growth of Managed Accounts 

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Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth... Read more continue reading

ECP Asset Management appoints Amy Teh as principal

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ECP Asset Management has appointed Amy Teh in the newly created role of principal as it moves to expand its footprint into the broader Australian market. In this role, Ms Teh... Read more continue reading

iExtend builds momentum with leading industry appointments

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Market entrant iExtend has made a number of senior appointments to its leadership and distribution teams, adding further experience and resources to support financial advisers seeking a more flexible and... Read more continue reading

ClearView unveils top three priorities for industry reform

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Slashing advice paperwork, no further changes to risk commissions and measures to support stable, sustainable income protection solutions should be top of the financial services industry’s reform agenda as it... Read more continue reading

Mason Stevens appoints Chief Investment Officer and Chief Financial Officer

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Mason Stevens has appointed Jacqueline Fernley as Chief Investment Officer (CIO) to their growing business. As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists,... Read more continue reading

WealthO2 renames as DASH to reflect new vision and next phase of growth 

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Advice software and platform solutions provider WealthO2 has announced that the group will begin operating under the name DASH Technology Group and brand itself as DASH. The re-name strategy reflects... Read more continue reading