Moves of the week


MLC advice chief to lead fintech

MLC's group executive for advice Geoff Rogers has left the organisation after nearly two years in the role. He's set to become the head of Australia for intelliflo, a fintech that aims to streamline the financial advice process. More

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Bloomberg expands support for woman in buy-side


Bloomberg has expanded its Women's Buy-Side Network operation to Australia and New Zealand. The organisation, which has chapters in Singapore, India, Hong Kong, and Japan, aims to inspire next-generation investors, elevate female role-models, and grow the pipeline of female leaders in asset management.

Bloomberg's James Bell, who became managing director for the organisation's Australia, New Zealand, and Pacific Islands operations last November, is spearheading the operation, which also includes Susan Buckley, Managing Director, Liquid Markets Group at QIC; Cassandra Crowe, Vice President at T. Rowe Price; Matt Whineray, Chief Executive Officer at New Zealand Superannuation; Sue Brake, Chief Investment Officer at the Future Fund; and Sonya Sawtell-Rickson, Chief Investment Officer at HESTA.

Bell shared his insights into the importance of supporting diversity and how the program has grown over the years. More

Adviser asks Santa for access to clients' ATO tax portals


Liam Shorte is director, financial planner and specialist SMSF adviser at Verante Financial Planning. He is also a director of the SMSF Association and author of The SMSF Coach. He shared his journey to financial planning with Industry Moves and explains how so much admin and red tape is hurting advisers. More

Lakehouse creates program to help finance professionals get back to work


Lakehouse Capital has created a new program to help people who have left the finance industry get caught up on trends to make the most of their knowledge and skills. Lakehouse senior analyst Pooja Shirangi is spearheading the initiative for Lakehouse; she says they hope it both helps people in the industry as well as encouraging diversity. She shares her thoughts about the program potential with Industry Moves. More

It is all about the look on their faces


After watching her parents lose money on their investments during the GFC, partly due to poor financial advice, Nicola Chaffe made the decision to shift from accounting to private wealth and financial planning. She also made the tree change from central Melbourne to Bendigo Victoria around the same time, and hasn’t looked back. She is now a director at Venture Financial Advisers and loves working with numbers and people. More

A brave new world for financial planners


Former Investment Trends research director Recep Peker started up his new business Empower Business Advisory in January this year and has had so much demand already needs to consider hiring people. He spoke to Industry Moves about some of the biggest challenges facing financial advisers and the investment industry.


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Aware Super boosts member outcomes with MySuper LifeCycle changes

Aware Super is increasing the number of stages in its MySuper LifeCycle from two to 11 on 10 June 2021. Aware Super head of member growth, Peter Chun, explains what was behind the decision and how it will ultimately help members have more money at retirement. ##What prompted the decision to ... More


State Street to start electronic investor onboarding

State Street Corporation has appointed Australia’s LAB Group to provide electronic investor onboarding for fund manager clients. Daniel Cheever, head of State Street Institutional Services, Australia, explains how the process will drastically reduce investor registration times and speed up ... More


Case Study of Evergreen’s new ESG index

Evergreen Consultants has launched the Evergreen Responsible Investing Grade Index (ERIG Index), which rates fund managers on the seven categories of responsible investing as defined by the Responsible Investment Association of Australia (RIAA). ##The approach Evergreen Consultants employs a ... More


Case Study - Iress’ grand plan for an industry-wide DDO solution

From 5 October this year, new design and distribution obligations (DDO) will be imposed on financial product issuers and distributors. Issuers will be required to make a target market declaration (TMD) and make it publically available. The new obligations are going to touch a huge chunk of the ... More


Case Study - Frontier Advisors Climate Change Hedge

In a new research paper it is circulating to clients, investment advice consultancy Frontier Advisors is exploring how derivatives could help institutional investors further hedge against the risk of climate change and the transition to a low carbon economy. ##How did this come about? Senior ... More

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