APPOINTMENT

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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Funds management

Blue Sky Alterative Investments’ founder has announced he would step down as MD on 30 September, and be replaced by the current chief operating officer. ...

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Financial planning

Financial Planning advisory practice group, AZ NGA, has appointed Adrian Ashton as its general manager of financial planning, on the back of the company’s strong growth. ...

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People & Products

PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...

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Funds management

Suncorp has appointed an ex-chief investment officer, Patrick Farrell, as Suncorp’s new head of investments. ...

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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 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