APPOINTMENT

Financial planning

Fortnum has appointed former ANZ wealth managing director of advice and open market channels, Neil Younger, as its managing director as the group prepared to launch an ex...

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Financial planning

Decimal has appointed Promontory Australasia to review its digital advice compliance....

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People & Products

Technology solutions supplier, IRESS, has announced the appointments of Coran Lill to the new role of group executive — communications and marketing....

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People & Products

Stanford Brown has appointed industry veteran, Don Stammer, as an external consultant to their Lunar Investment Committee....

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People & Products

IRESS has appointed Andrew Todd as his new chief technical officer to replace David Walker who has assumed a new position within the company....

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Financial planning

AdviserLogic has appointed former Premium Wealth Management CEO, Paul Harding-Davis, as a non-executive director....

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Financial planning

Suitebox, the mobile office solution for professionals, has been named as the most innovative platform by Oracle Cloud....

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Funds management

Equity Trustees was appointed as MHOR Asset Management’s responsible entity (RE) which would benefit potential new investors, according to Equity Trustees. ...

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People & Products

Atrium Investment Management has recruited two key specialists for its distribution team, reflecting growth....

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People & Products

Google head of sales, Susuan Wheeldon-Steele, has been appointed to the board of specialist investment firm, Centuria Capital....

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People & Products

Contango Asset Management has recruited Skye Radley as its compliance specialist ahead of its ASX listing later this month....

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People & Products

Man Investments has recruited Chris Comino as its institutional sales manager to focus on institutional opportunities....

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Financial planning

Yellow Brick Road has appointed Adam Youkhana as the general manager of its wealth division following the resignation of former chief executive, Matt Lawler, in July....

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Superannuation

OneVue Holdings has announced the appointment of Stephen Knight to its board of directors, effective immediately....

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Funds management

Capital Group has appointed a senior vice president who was previously the head of the international division at the government’s department of PM&C. ...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 21 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago