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| | | The Victorian-based software solution company for financial services has acquired Qwrk Outsourcing to formulate a one-stop-shop for outsourced services as demand grows. Qwrk was founded in 2010 as a paraplanning firm that transitioned into a full-suite ... |
| | | | ... sign a petition opposing the tax. The petition has since reached over 10,000 signatures. Modelling from the Financial Services Council (FSC) indicates that up to 1.8 million Australians could be affected by the tax at their retirement. Waterhouse said ... |
| | | | ... decided to retire to pursue a family-founded startup venture. As of September, O'Sullivan will leave the financial services industry entirely, as the family business operates within the health sector. He will be succeeded by Jonathan Jenkins, who ... |
| | | | ... restructure its leadership have led to the departure of two more senior executives. Julie Bingham, the chief enterprise services officer, is leaving the $310 billion superannuation fund after eight years, She was responsible for policy, legal, and government ... |
| | | | ... reason to believe that Rogan "is not a fit and proper person, is not competent to participate in the Australian financial services industry and is likely to contravene a financial services law." Rogan is also banned from performing any function within ... |
| | | | ... in 2022, ASIC said it has seen a significant drop in the number of social media posts spruiking financial products and services by unauthorised finfluencers. However, it said its current concerns lay with finfluencers positioning themselves as so-called ... |
| | | | ... executives of other firms - not named - discussing not the nature of their mandates but sharing experiences on how financial services firms move forward with technology, data, and operational strategies heading into 2026 and beyond. "Some of our asset ... |
| | | | ... "deliver the best results for the industry." Apex Super will spearhead Acurity's product development and administration services, while Novigi manages the underlying technology stack and services. The two firms will also collaborate to develop their ... |
| | | | ... Citigroup Smith Barney before joining CSC. John Trowbridge and Wendy Thorpe also received the highly coveted OAM. For services to the actuarial profession, Trowbridge founded consulting firm Trowbridge Consulting and spearheaded the review into retail ... |
| | | | ... financial knowledge and build financial capacity among Queenslanders, while also indicating gaps in access to financial services. Link Wealth said it "sees strong potential to bridge this gap," by providing consistent, high-quality advice and supporting ... |
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