The latest version of Optimo Financial’s Pathfinder paraplanning software includes SMSF modelling in the beta testing stage....
Mainstream Fund Services has recruited Link Fund Solutions executive, Andy Harrison as its new chief executive....
Ralton Asset Management has appointed Will Riggall as its new portfolio manager....
Avoka has hired two lead designers, Nicholas Nelson and Johnny Power, in a move to expand its customer experience leadership for financial services clients....
Publicly-listed mortgage firm, Mortgage Choice has seen its chief executive, John Flavell replaced by the chief financial officer, Susan Mitchell....
The former MLC head of group insurance product and strategy will be responsible for developing products complementing the insurance giant’s member-focused initiatives....
Wealth accounting and SMSF administration software provider, Class, has appointed Glenn Poynton as strategic alliances director....
Man Group has recruited industry veteran Simon Finch to the newly-created role of Chief Investment Officer, Credit as it seeks to grow out its credit offering....
Prime Value Asset Management has appointed Richard Ivers as its new portfolio manager within its Australian equities team....
Powerwrap has recruited former Hub24, Netwealth and Morgan Stanley executives as it positions for growth....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...