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| | | Ironbark Financial Group has acquired a Victoria-based multi-disciplinary firm that specialises in assisting small to medium sized businesses, integrating the practice into its Ironbark Advice brand. Paris Financial has joined Ironbark, bringing over ... |
| | | | Evidentia chair and former chief executive Michael Wright will step down, following several senior roles were cut at the managed accounts provider under his successor, Louise Watson, who took the helm in September. Wright was chief executive of investment ... |
| | | | The corporate regulator is calling on superannuation trustees to improve oversight of issues arising from member complaints, noting many are not doing enough to use complaints as early warning signs of broader issues. In its Report 844 Lessons to be ... |
| | | | State Super chief investment strategy officer will leave the post early next month after spending almost a decade at the public sector fund. Keri Pratt will retire on November 3, wrapping up her career in financial services spanning over 40 years. Pratt ... |
| | | | Australian Unity has appointed a new deputy chair following a board member departure, as the ASX-listed firm continues to navigate the changing needs of an ageing population and retirement market. Gordon Ballantyne has taken up the role following the ... |
| | | | Natixis Investment Managers has appointed Lachlan Hodgkinson as director, institutional sales. Hodgkinson was previously principal, distribution at ECP, where he was responsible for business development and client relations, before joining the Australian ... |
| | | | ASIC is proposing to keep a tax advice carve-out for licensees for another five years, allowing advisers and accountants to comment on the tax implications of financial products that fall outside their AFSL, provided they give clients a written warning. ... |
| | | | As more Australians enter retirement, the phase increasingly resembles a "distinct" economic life cycle, making better retirement planning essential rather than just an opportunity for financial advisers. Speaking this morning at the Financial Standard ... |
| | | | Challenger will continue to engage with TAL Daiichi Life to get a better offer price, after it rejected the takeover bid earlier this week, stating the offer falls short of a level it could recommend to shareholders. TAL is Challenger's largest ... |
| | | | The traditional divide between public and private markets could become increasingly irrelevant over the coming years, as institutional investors seek greater flexibility to capture opportunities across both asset classes. J.P. Morgan Asset Management ... |
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