APPOINTMENTS

People & Products

Kevin White joins Easton Investment as managing director ...

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People & Products

Former Citigroup managing director Roger Davis has been appointed Bank of Queensland chairman following the retirement of incumbent Neil Summerson....

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People & Products

Perpetual has bolstered its distribution strategy with the appointment of Dean Winterton as general manager distribution....

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People & Products

Affinia has appointed former AMP risk research manager Sitparan Gnanendran as national manager, advice as the specialist dealer group expands into the risk advice market....

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People & Products

Wealth management firm netwealth has made another senior appointment with the addition of Lisa Faferko as head of licensee operations at Financial Planning Services Austr...

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Financial planning

After already achieving its earlier target, Guardian Advice has announced new plans to grow adviser numbers to more than 300 by 2016....

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People & Products

Morningstar Investment Management has promoted Ibbotson Associates Australia managing director and chief investment officer Daniel Needham to global chief investment offi...

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People & Products

Ben Daly has been appointed as Goldman Sachs Asset Management’s key account manager for New South Wales and Queensland....

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Financial planning

AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....

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People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

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People & Products

Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....

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People & Products

Property Funds Association of Australia (PFA) has appointed Centuria Property Funds chief executive Jason Huljich as its new president....

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People & Products

Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....

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People & Products

Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....

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Editorial

Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...

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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 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 5 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 3 days ago