Investment research houses to merge

Two investment management research houses are set to merge, with Zenith Investment Partners announcing that it has entered into an agreement to purchase Chant West’s superannuation research and consultancy business. The deal,…

FASEA approves more courses

The Financial Adviser Standards and Ethics Authority (FASEA) has approved coursework from two industry association and two university bridging courses, in the latest update of its list of approved courses. As part…

People: ABA appoints compliance head

The Australian Banking Association has announced the appointment of Ian Govey as chair of the Banking Code Compliance Committee (BCCC). BCCC is the independent body that monitors and enforces the new Banking…

Choosing a brand for the future

As a business evolves, one of the issues it must deal with is whether its branding adequately reflects product and service expansion over time. This is a question we have had to…

ASIC gets a bigger sandbox

The Australian Securities and Investments Commission will have greater flexibility in its administration of the fintech sandbox regulatory licensing exemption, following the passage of legislation last week. The regulatory sandbox is designed…

360 Capital on a roll

360 Capital Group has entered into a binding agreement to acquire Ralton Asset Management, a managed accounts specialist. It is one of several deals the increasingly active investment company has done in…

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Investment research houses to merge

Two investment management research houses are set to merge, with Zenith Investment Partners announcing that it has entered into an agreement to purchase Chant West’s superannuation research and consultancy business. The deal, which is subject to Chant West shareholder approval,…

FASEA approves more courses

The Financial Adviser Standards and Ethics Authority (FASEA) has approved coursework from two industry association and two university bridging courses, in the latest update of its list of approved courses. As part of its education standards for financial advisers, FASEA…

People: ABA appoints compliance head

The Australian Banking Association has announced the appointment of Ian Govey as chair of the Banking Code Compliance Committee (BCCC). BCCC is the independent body that monitors and enforces the new Banking Code of Practice. Govey is a former Australian…

Choosing a brand for the future

As a business evolves, one of the issues it must deal with is whether its branding adequately reflects product and service expansion over time. This is a question we have had to address at SuperAA (Superannuation Advisors Australia), a business…

ASIC gets a bigger sandbox

The Australian Securities and Investments Commission will have greater flexibility in its administration of the fintech sandbox regulatory licensing exemption, following the passage of legislation last week. The regulatory sandbox is designed to allow companies to test new and innovative…

360 Capital on a roll

360 Capital Group has entered into a binding agreement to acquire Ralton Asset Management, a managed accounts specialist. It is one of several deals the increasingly active investment company has done in recent months. Ralton will continue to operate its…

Show some emotion, Vanguard tells planners

When Vanguard asked investors what attributes contributed most to the value they put on their relationship with their financial adviser, the most important were: • plan monitoring; • Trust; • Connected; • investment expertise; • time delegation; • Prepared; •…