First Sentier Investors announces key leadership appointments

From

First Sentier Investors, a leading global investment manager, is pleased to announce two key leadership appointments, effective 1 January 2025. Harry Moore, currently the Global Head of Distribution, Marketing, and... Read more continue reading

FirstChoice client onboarding now integrated with Morningstar AdviserLogic

From

Colonial First State (CFS) and Morningstar has announced new functionality on the FirstChoice platform which enables advisers to utilise existing client data via seamless integration with Morningstar’s AdviserLogic software. Developed... Read more continue reading

Frontier boosts markets capability

From

Frontier Advisors has boosted its financial markets and economic analysis depth with the appointment of Alexandra Veroude who will join the asset consulting firm’s Capital Markets and Asset Allocation Team.... Read more continue reading

ASFA and JANA unite to strengthen industry standards with Investment Manager Operational Risk Guidance Note ahead of APRA’s CPS230

From

The Association of Superannuation Funds of Australia (ASFA) and JANA Investment Advisers (JANA) have announced they will lead an industry cross-collaboration to replace and uplift previous industry guidance around investment... Read more continue reading

Bell Financial Group appoints industry veteran to Bell Potter

From

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Phil Schofield as a Director in Bell Potter’s corporate finance team based in Sydney. He joins from Pengana Capital Markets... Read more continue reading

Infinity Capital Solutions grows team with appointment of Igor Kolevski to address rising adviser demand nationwide

From

Infinity Capital Solutions (‘Infinity’), a leading provider of highly tailored institutional-grade investment solutions into the Australian advice industry, is delighted to announce the appointment of Igor Kolevski as National Distribution... Read more continue reading

Commonwealth Superannuation Corporation and Novigi forge strategic data and technology partnership to elevate member services

From

Commonwealth Superannuation Corporation (CSC) has formed a strategic partnership with data and technology specialist Novigi; a significant milestone in CSC’s ongoing commitment to delivering the best possible service for its... Read more continue reading

AUSIEX uses NICE CXone to support customer experience innovation

From

NICE (Nasdaq: NICE) has announced that AUSIEX has implemented the NICE CXone cloud-native contact centre platform to enhance its operational capabilities and customer engagement. After a thorough discovery phase evaluating... Read more continue reading

Acis appoints new CEO Emily Pritchard

From

Acis has appointed Chief Legal and Operating Officer Emily Pritchard as CEO, as co-founder and current CEO Matt Neibling steps away from day-to-day executive duties following 36 years of service.... Read more continue reading

Perpetual Wealth Management’s Responsible Investment portfolio now available on HUB24 platform

From

Perpetual Wealth Management’s Direct Australian Equities Responsible Investment portfolio has recently been added to the HUB24 Managed Portfolio platform, giving financial advisers and their clients greater access to the portfolio... Read more continue reading