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APPOINTMENTS
Financial planning
As part of a revamped strategy for the Commonwealth Bank-owned dealer group, Financial Wisdom has restructured its executive team and rolled out a range of new initiative...
Financial planning
AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...
People & Products
AMP Financial Planning has appointed two regional managers to lead its new field support teams in NSW and ACT....
Funds management
Perennial Investment Partners has appointed Clay Carter as senior portfolio manager in its global equities boutique....
People & Products
Three new appointments have been made to the Financial Sector Advisory Council, replacing three members who have relinquished their membership as a result of leaving the ...
Financial planning
Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...
Financial planning
Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...
Financial planning
Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunit...
People & Products
Commonwealth Bank of Australia owned wrap platform Avanteos has lost its chief executive, Serg Premier, following his signing with rival banking giant National Australia ...
Financial planning
Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...
Financial planning
The National Australia Bank’s wealth management business, MLC Australia, today announced a series of new appointments as part of the bank’s ongoing reorganisation of its ...
People & Products
Goldman Sachs JBWere Asset Management has remixed its staff composition in a bid to become more aware of developing market needs within the Australian asset management in...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...