PEOPLE & PRODUCTS

INDUSTRY NEWS

The corporate regulator has announced several appointments to its executive leadership team, as it reaches the final stages of executing its new organisational structure....

INDUSTRY NEWS

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

INDUSTRY NEWS

Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading female business owners in the financial services space...

INDUSTRY NEWS

South Korea’s Mirae Asset Global Investments has made a strategic investment in the robo-adviser, setting the stage to enhance Stockspot’s technology and product offering...

INDUSTRY NEWS

Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...

INDUSTRY NEWS

With firm veteran Marian Poirier to retire after 20 years in the business, MFS’ head of institutional sales, Josh Barton, will step up to the role as head of Australia an...

INDUSTRY NEWS

Equity Trustees has confirmed its intention to exit its UK and Ireland business and will write off $2.1 million associated with the investment....

INDUSTRY NEWS

Seeking to scale its activities across EMEA and APAC, Federated Hermes has promoted Clive Selman, head of UK distribution, to lead its international sales efforts....

INDUSTRY NEWS

Staff at the RBA are in dispute with the central bank over working conditions and pay rises while its monetary policy board continues to hike interest rates. ...

INDUSTRY NEWS

Identifying this as a “high-quality opportunity”, Pacific Equity Partners joins IFM Investors and Citi in Household Capital’s financing package to provide retirement fund...

INDUSTRY NEWS

The global investment manager has appointed Melbourne-based Kevin Kandasamy as head of institutional distribution across the Australia and New Zealand business....

INDUSTRY NEWS

As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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