APPOINTMENTS

People & Products

Former CUA chief executive, Chris Whitehead, has been named as the new chief executive of Finsia, starting from 26 September....

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People & Products

Robeco has backed momentum with the appointment of Sam Besley as a Melbourne-based regional sales manager for the company’s retail business....

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People & Products

Perpetual has promoted Kylie Smith to the role of group executive, marketing, to focus on digital client experience....

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People & Products

RSM Australia has grown its number of partners to 94 after it appointed several new partners and principals this week, with three of the appointments in Ballarat....

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People & Products

VicSuper has sharpened its focus on planning delivery via the creation of a new distribution role responsible for delivering workplace education services to members....

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People & Products

Standard Life has added two new staffers to its ESG investment team, with the firm saying they would help with the integration of ESG into the wider investment process....

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People & Products

QBE Insurance has appointed its former European COO, Kathryn Lisson, as a non-executive director and chair of a new operations and technology committee....

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Superannuation

SuperConcepts has appointed Graeme Colley to a new SMSF executive role to help provide its customers with education knowledge and insights of the sector....

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Financial planning

NAB Asset Servicing today announced the appointments of Ken Shaw to the position of general manager, sales and relationships....

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People & Products

Long-term Martin Currie executive, Andy Sowerby, has been appointed as the new head of Legg Mason Australia....

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People & Products

IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....

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People & Products

Infocus Wealth Management has named industry veteran, Roy McKelvie, as its chairman-elect and independent non-executive director....

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People & Products

Future Generation Investment Company has added Zenith’s Smythe and Sunsuper’s Tomlinson to its investment committee....

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People & Products

The Paul Barrett-led AZ NGA has appointed Adrian Ashton as its general manager of financial planning, starting today....

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People & Products

Northern Trust has appointed Sarah Boddey as the chief diversity officer for Europe, the Middle East, Africa, and the Asia-Pacific....

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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....

6 days 3 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago