However, the wealth management software provider says this is in line with earnings guidance that has been impacted by the COVID-19 pandemic. ...
Currently head of Asia Pacific, Kimberly Stafford, has been appointed to the role, along with several other changes in key leadership roles for the fixed income manager....
New Zealand life and health insurance provider Partners Life has chosen FINEOS as its new claims system....
Melbourne-based financial planner Renato Manias has received the award which is given out each semester to the best-performing student in the CFP certification program....
Jacquie Arnott has been appointed by the global asset manager to lead its wholesale and family office distribution for Australia and New Zealand....
Daniel McHugh has been appointed by Aviva Investors as chief investment officer of its real estate business, replacing Mark Versey who has been appointed as chief executi...
Only 27 people used the Financial Planning Association’s Wellbeing service last year and the Association of Financial Advisers is also finding a low uptake with its menta...
The group’s NPAT saw a 39% increase and a 41% EBITDA increase during the first half of FY21 as strategic transactions strengthened the company’s position....
ETF Securities has reduced fees on three of its products: Battery and Lithium ETF, ROBO Global Robotics and Automation ETF and Reliance India Nifty 50 ETF....
Ashneel Naidu, who was responsible for retail distribution to financial advisers in NSW and ACT at Vanguard, has been appointed to the role....
Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....