Class enhances property compliance with integrated valuations and title searches

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Cloud-based accounting software provider Class has expanded its property compliance capabilities with enhancements that streamline valuations and title searches, improving efficiency and standardising processes for accountants and auditors. Class has... Read more continue reading

JANA Expands Wealth Business with Senior Investment Consultant Appointment

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JANA Investment Advisors (JANA) is pleased to announce the appointment of David Wilson as Senior Investment Consultant, reinforcing its commitment to the Wealth sector. David will play a key role in growing JANA... Read more continue reading

Freshwater Wealth expands rapidly in market where advisers hold the buying power

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Freshwater Wealth continues to exceed growth expectations, expanding its advice network by 600% in less than 12-months to include seven financial advisers and growing its support team to 15 full-time... Read more continue reading

Ross Piper steps down as Chair of RIAA, Kate Turner appointed successor

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The Responsible Investment Association Australasia (RIAA) announces that Ross Piper is stepping down as Chair after seven years on the Board, including the past two years as Chair. Kate Turner,... Read more continue reading

Active Super ordered to pay $10.5 million penalty in ASIC’s third greenwashing court action

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The Federal Court has imposed a penalty of $10.5 million against Active Super for greenwashing misconduct. In June 2024, the Federal Court found that Active Super contravened the law when... Read more continue reading

Talk Money announces the winners of the 2025 financial literacy awards for teachers

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Talk Money with Ecstra Foundation has announced the 2025 Financial Literacy in Action Awards winners. Across the four categories, the winners are: Rachelle Smith of Glen Katherine Primary School in... Read more continue reading

AstuteWheel launches Cognitive Style

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AstuteWheel has announced the launch of Cognitive Style, empowering financial advisers and their teams to frame advice in line with how their clients think, process information and prefer to communicate.... Read more continue reading

FNZ appoints Anthony Habis as Group Head of Asia Pacific

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FNZ, the leading global wealth management platform, is pleased to announce the appointment of Anthony Habis as Group Head of Asia Pacific. Based in Sydney, Anthony will be responsible for... Read more continue reading

FAAA launches guide to help young Australians starting their first job 

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In conjunction with Global Money Week 2025, the Financial Advice Association Australia (FAAA) has launched a guide for young people entering the workforce, under its Money & Life brand designed.... Read more continue reading

Managed account adoption triples in the last decade, with nearly 3 in 5 advisers now incorporating them into client portfolios

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), together with Investment Trends, has released a new report revealing the proportion of advisers using managed... Read more continue reading