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| | | As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ... |
| | | | Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ... |
| | | | Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ... |
| | | | The $73 billion industry fund has promoted from within and added the role to its investment leadership team. Ros McKay has been appointed to the new role, following more than four years in the previous position. She will be responsible for the evolution ... |
| | | | Aware Super has launched its real estate arm and intends to hold $7 billion in assets within five years. First announced in June, Aware Real Estate will actively manage the super fund's directly owned Australian living, industrial, office and mixed-use ... |
| | | | ASIC surveillance of managed funds' marketing materials has found several instances of inadequate warnings or disclaimers related to performance and downplaying of risks, leading 13 providers to make amendments. To date, 13 responsible entities or trustees ... |
| | | | ClearView Wealth has appointed Alicia Edwards to the newly created position of rehabilitation manager. Before joining she was a senior rehabilitation consultant at OnePath Zurich and also held a number of roles at Konekt. Edwards will be responsible ... |
| | | | Nanuk Asset Management has expanded its sustainable investment team with the appointment of Marie Miyashiro as its senior investment analyst. Miyashiro, based in Sydney, will commence the newly created role next Friday. She will join the team alongside ... |
| | | | Casey Thompson has joined the board of First Super, replacing longstanding trustee Frank Vari. First Super chief executive Bill Watson thanked Vari for his service to fund members and welcomed Thompson as a trustee. "Casey Thompson is an outstanding ... |
| | | | Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ... |
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