Risk Company Update
/Fin365 announces two mergers
Moggs (CountPlus) acquires Gubbins
Risk People Update
/FPA appoints new board members
CountPlus welcomes head of people and culture
Charter Hall appoints head of Maxim Property Services
Risk Company Update
/Findex announces 40 new partner firms
AMP divested fully from Resolution Life Australasia
CountPlus acquires stake in WSC Group
Risk People Update
/Australian investors less trusting of advisers than global peers
Zurich appoints CFO for insurance business
CountPlus welcomes new CEO
Risk People Update
/CountPlus loses CEO and MD
The Advisers Association appoints new chair
Integrity Life appoints five new positions for its new hybrid retail distribution model
Sequoia appoints three executives
Panel of FSCP named
Risk People Update
/CountPlus reappointments CEO and MD
MLC Life welcomes two distribution team members
AFA appoints new president, loses treasurer
FPA announces 2021 Gwen Fletcher Memorial Award
Risk Company Update
/Deakin and FS partner for financial education
Count Financial adds Serendipity Wealth Advisors to business
MetLife launches adviser support platform, updates products
Class enters Scheme of Arrangement with HUB24
CountPlus buys Accurium from Challenger
Risk Company Update
/TAL and Deakin partner up for adviser education
CountPlus merges two member firms
MLC Life partners with Beyond Pain to get people back to work
Risk Company Update
/Two new firms join Count Financial
CountPlus buys majority stake in paraplanning, admin and tech support company
IOOF completes acquisition of MLC Wealth from NAB
CBA announces digital banking focus
Risk Company Updates
/AIA Australia launches mental health study for advisers
CountPlus sells stake in Specialised Business Solutions
BT Index Funds ends ongoing adviser fees, goes to one-off advice fees
Risk People Updates
/MLC Life welcomes new managers
AMP welcomes risk specialist
CountPlus appoints new director
MLC loses CEO
Risk Product, Company and Regulatory Updates as at 19 May 2020
/AIA Australia launches Medix medical service
Bravura rolls out automated advice platform in NZ
MLC launching new advice business, retires brands
CountPlus acquires Centenary Financial
FASEA extends exams for advisers, releases April exam results
Tailormade Financial Strategies has AFSL cancelled
Ausfunds Management AFS licence returned
Royal commission measures deferred for six months
Risk Product, Company and Regulatory Updates as at 19 November 2019
/
World-first Indigenous digital educational tool launched for industry providers
Midwinter launches real-time insurance comparator
TAL’s launches diabetes-specific product and mental health tool for super funds
BT Life offering 25pc discount on BT Protection Plan lump sum policies
Perpetual buys Melbourne risk advice practice
CommInsure pleads guilty to hawking
Last-minute FASEA Code of Ethics changes
ASIC setting up adviser disciplinary body, exemption applied for compliance
Risk Product, Company and Regulatory Updates as at 6 August 2019
/
IRESS improves Xplan
FPA CPD platform launch
CountPlus shareholders in favour of acquiring Count Financial
CBA approved to divest CFSGAM
APRA stakeholder survey shows regulator favour dropping
NAB document leak
MLC adviser fee class action plans
ASIC suing ANZ over periodical fee payments
FASEA exam update
Grandfathering commissions proposed ban date 1 January 2021
Fund Product, Company and Regulatory Updates as at 16 July 2019
/
BetaShares launches government bond ETF
Blockchain super admin platform launched
Boutique fund manager Mhor Asset Management shuts down
JP Morgan dumped at Funds SA after two decades as custodian
Deutsche Bank traversing new ground
AMP adds Zenith and Quilla to MyNorth, launches new portfolios offer, publishes whitepaper
Hostplus in merger talks with Club Super
CountPlus offloads conflicting SMA platform solution
ASIC cancels AFS licence of Australian Mutual Holdings Limited
ASIC offering fintech more flexibility
ASIC increases licence application requirements
Risk Product, Company and Regulatory Updates as at 30 April 2019
/MLC Life updates product range
Aon leaves advice space
CountPlus invests in advisory firm
Risk People as at 5 December 2017
/- CountPlus appoints financial officer
- Small Business Taskforce leader appointed
- FPA award winners named
- Consumer Choice Award winners
- NAB general manager departs
