APPOINTMENTS

People & Products

The Australian Institute of Superannuation Trustees has appointed an interim CEO as it continues its search processes....

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People & Products

Real estate investment management firm, Qualitas has beefed up its direct investment capability with a key hire in James Kaufman....

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People & Products

Former NSW premier, Mike Baird has been appointed as NAB’s chief customer officer, corporate and institutional banking....

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Funds management

BalckRock Australia has appointed Stuart Dunn as its head of wealth distribution and Linda Kang as its new lead research relationship manager....

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People & Products

Islamic superannuation fund, Crescent Wealth has appointed an industry veteran as consulting CIO....

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People & Products

Money Management has opened nominations for its Business Development of the Year award as part of its annual Fund Manager of the Year awards....

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People & Products

Specialist firm, knowIt has grown its specialist team focusing on wealth and self-managed superannuation funds....

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People & Products

Insurance claims manager and third party administrator, inTrust has appointed Diego Ascani as its new chief investment officer....

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People & Products

Regulatory reporting specialist, AxiomSL has recruited former Macquarie Bank executive, Andrew Wood as its new Australia country head....

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People & Products

Small business lender, OnDeck has further grown its executive team by appointing a head of sales....

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Funds management

ANZ Wealth CIO, Stewart Bretnall has joined TCorp alongside Westpac’s Paul Verschuer in what represents key management changes within the State Government investment enti...

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Financial planning

Count Financial chief executive, David Lane has been recruited by Perpetual as group executive, Perpetual Investments....

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People & Products

Infocus has entered into an exclusive referral deal with H&R Block which will see direct accounting referrals....

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People & Products

Former Elders Financial Planning practice development coach, Karlee Hoog-Antink, has taken a planner role in regional Queensland....

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People & Products

Boston’s PhaseCapital has recruited former AllianceBernstein staffer, Michael Ning as its chief investment officer....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

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Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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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....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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