APPOINTMENT

Financial planning

Association of Financial Advisers chief operating officer, Phil Anderson has been recruited by netwealth to head up governance and advice....

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Financial planning

Findex has expanded its leadership team to seven with the appointment of Peter Gardiner as its global head of business development....

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People & Products

BT upgrades and extends reach of Key Person Income insurance offering to cover more Australian small to medium-sized businesses....

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People & Products

J.P. Morgan wrests Telstra Super master custody mandate from NAB Asset Servicing and will provide master custody and investment reporting services....

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Funds management

UBS Global Asset Management has expanded its Australian team to support its growth in client mandates and funds under management....

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Funds management

Aon Hewitt has appointed industry veteran, Janice Sengupta, as the new head of its Aon Master Trust....

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People & Products

Abstract Test article...

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People & Products

NAB Wealth has appointed Greg Miller as executive general manager, wealth advice....

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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 18 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 9 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