PEOPLE & PRODUCTS

INDUSTRY NEWS

Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...

INDUSTRY NEWS

One year after taking up the roles, Blair Hannon, Global X’s head of investment strategy, and Kanish Chugh, head of distribution, have departed the firm as it embarks on...

INDUSTRY NEWS

The investment consultancy firm has announced the appointment of two non-executive directors to its board....

INDUSTRY NEWS

Danielle Wood, chief executive of the Grattan Institute, has been appointed as chair of the Productivity Commission as its previously announced candidate, Chris Barrett, ...

INDUSTRY NEWS

The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...

INDUSTRY NEWS

Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for cli...

INDUSTRY NEWS

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

INDUSTRY NEWS

Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....

INDUSTRY NEWS

The former AFA president, NSW financial adviser and long-term contributor to the financial advice industry has passed away at the age of 89. ...

INDUSTRY NEWS

Colonial First State has appointed two investment professionals from MLC Asset Management and AustralianSuper. ...

INDUSTRY NEWS

Bravura has appointed Greg Johnson as global head of product, just days after appointing Shezad Okhai as chief commercial officer. ...

INDUSTRY NEWS

The investment research firm has named a new chief executive as its current CEO and founder, David Wright, steps down after 20 years....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago