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| | | ... Financial Advisers chief executive Phil Anderson will act as interim general manager of policy and advocacy for the soon-to-merge association, in addition to overseeing the transition. "A permanent decision will be made once the merger is finalised," ... |
| | | | The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ... |
| | | | ... the company's superannuation arrangements." Last month, ART announced it had signed a Memorandum of Understanding to merge with AvSuper, after the latter's plans with Commonwealth Superannuation Corporation fell through. Just days later, it was ... |
| | | | Allan Gray Australia is exiting the platform market, inclusive of its superannuation offering, to focus on its core funds management business. Effective April, Allan Gray will transfer the Allan Gray Solutions platform to OneVue Wealth Services. The ... |
| | | | Australian Retirement Trust is overhauling its senior leadership, in a move that will see the departure of two executives and the creation of a chief of retirement position. The $240 billion fund said the overhaul is part of plans to best position itself ... |
| | | | The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ... |
| | | | Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ... |
| | | | Perpetual has reported a slump in its net profit after tax (NPAT), which now sits at $26.8 million for the six months through to December 31, down from $59.3 million the prior year. It explained FY23 NPAT includes significant items relating to the transaction ... |
| | | | Commonwealth Bank Group Super has entered a Memorandum of Understanding to potentially merge with Australian Retirement Trust (ART). The merger would see Commonwealth Bank Group Super's 67,000 members and $12.3 billion funds under management (FUM) ... |
| | | | TrustQuay and wealth management solution provider Viewpoint have agreed to join forces to fast-track automation and digitalisation across trust, corporate and funds services. Through the collaboration, the companies will be able to scale up their professional ... |
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