PEOPLE & PRODUCTS

INDUSTRY NEWS

The member-owned financial services company has announced the appointment of Michael McQueen, former chief investment officer at Media Super, to its executive team. ...

INDUSTRY NEWS

The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund. ...

INDUSTRY NEWS

Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....

INDUSTRY NEWS

Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region....

INDUSTRY NEWS

HUB24 is expanding its relationship with HR technology platform Striver to extend its range of adviser education resources....

INDUSTRY NEWS

Both fund management firms have launched two new exchange-traded funds with a focus on developed markets, infrastructure and real estate trusts. ...

INDUSTRY NEWS

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...

INDUSTRY NEWS

A supply/demand problem in the recruitment of ESG professionals as firms hire more in-house staff is leading salaries for the highest-paid ESG heads to reach $400,000. ...

INDUSTRY NEWS

Jeremy Lawson, chief economist and head of the abrdn Research Institute, will join the international department of the Reserve Bank of Australia as deputy head, effective...

INDUSTRY NEWS

An overwhelming 99.94 per cent of shareholder votes have been cast in favour of a successful name change to Count Limited, signalling a “dynamic new phase” for the firm....

INDUSTRY NEWS

Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns....

INDUSTRY NEWS

The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...

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 2 days ago

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

2 weeks ago

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

2 weeks 5 days ago