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People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
People & Products
Dealer group Professional Investment Services (PIS) has added industry veteran Barry Strapps to its senior ranks, appointing him as new practice development manager....
People & Products
Former AMP Financial Planning business partnership manager, Jim Ivester, has moved to the Australian Financial Services (AFS) Group as regional manager for Western Austra...
Superannuation
Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....
People & Products
Zenith Investment Partners has recruited two new team members, with Bronwen Moncrieff joining the company as senior investment analyst within the asset class research tea...
People & Products
Founder of Australian Unity Funds Management and an industry veteran, Craig Dunstan, has been appointed a non-executive director of investment firm Wealth Within....
People & Products
Professional Investment Services (PIS) has reinforced its risk team with the appointment of Peter Nielsen, who will have the geographic responsibility for the dealer grou...
People & Products
AMP Capital Investors has appointed a new global head of infrastructure after Phil Garling, who currently holds the position, announced his retirement....
People & Products
Former ING Investment Management executive, Alan Harden, has moved to BNY Mellon Asset Management to head its Asia Pacific business....
People & Products
RI Advice Group has added two new managers to its senior ranks. Jason Coggins will take up the role of investment research national manager, while Deepthi Ravi Kumar has ...
People & Products
BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....
Financial planning
Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....
People & Products
Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....
People & Products
National Australia Bank (NAB)-owned wealth manager, JBWere, has appointed Mark Joiner as its new chairman, after Michael Ullmer announced he was stepping down....
People & Products
Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...