APPOINTMENT

Policy & Regulation

The Australian Chamber of Commerce and Industry CEO has been appointed as the inaugural Australian Small Business and Family Enterprise Ombudsman....

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Funds management

Aberdeen Asset Management has appointed Luke Mandekic as its regional sales manager in Melbourne....

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Financial planning

MLC has internally appointed Vanessa Rowe as general manager of MLC Direct to help with seamless end-to-end advice....

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Superannuation

Telstra Super’s CIO, Jim Christensen, has been appointed as managing director for global multi-asset by his previous employer, QIC....

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Financial planning

Dante De Gori has been announced as new FPA chief executive to succeed Mark Rantall who departs in February. ...

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Financial planning

Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....

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Financial planning

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager....

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Funds management

NAB Asset Management has announced that former State Street Global Adviser head of strategy, Bernard Reilly, will join the leadership team....

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Financial planning

After four months of acting in the role, AIA confirms Stephanie Phillips in chief group insurance officer....

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People & Products

The Association of Financial Advisers has recruited a former journalist as an events associate....

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Funds management

Boutique funds management firm, NWQ Capital Management appoints Stuart McClure as managing director to help build its distribution and product set....

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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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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