APPOINTMENT

People & Products

Bennelong Funds Management has appointed Vicki Allen and Lincoln McMahon to its board....

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Life/Risk

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

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Funds management

Netwealth has awarded a $400 million multi-asset mandate to Russell Investments, as it could help investors weather the market conditions, according to the platform provi...

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Financial planning

Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...

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Financial planning

MLC has rehired Russell Hannah as its new general manager, retail advised insurance sales, to help lead the business through its transformation....

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People & Products

HSBC has renewed its relationship with online share trading business, Bell Direct platform....

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People & Products

Rabobank Australia’s chief executive has moved to the bank’s head office in the Netherlands, while the deputy CEO has taken over the Australian reign. ...

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Life/Risk

Major Australian wealth manager, MLC, has today appointed Michael Downey to the role of head of practice development....

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Life/Risk

Life insurer, TAL, has appointed former CommInsure head of life product, Sally Phillips, to evolve its health services....

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Funds management

Investment specialist Saxo Capital Markets has appointed former Deutsche Bank vice president as its Australian chief executive. ...

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Financial planning

Government employee industry fund, LGS, appoints a new head of advice to increase its financial advice offering....

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Financial planning

InterPrac Financial Planning is appointing former Capstone officer, Rae Stagbouer, as national advice manager....

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Superannuation

To bolster national presence, HUB24 has appointed Greg Newman to the newly created role of regional manager for WA and SA....

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Life/Risk

BT Financial Group has appointed Sue Houghton as general manager for insurance and will commence her role on 7 March....

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Financial planning

NAB has announced the resignation of its group executive for finance and strategy and the appointment of its new CFO....

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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 1 day 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