APPOINTMENTS

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...

Financial planning

Standard & Poor’s (S&P) has bolstered its fledgling fund ratings team to research non-traditional areas of the managed investments arena such as mortgage trusts, multi-ma...

Financial planning

Rivkin Financial Services suitor Farooq Khan has succeeded in his crusade of seizing control of the listed financial services group with the ousting of RFS chief executiv...

Financial planning

Sydney-based specialist investment firm Next Financial has hired two regional distribution executives to take the group’s Australian equity, debt and derivative offerings...

Financial planning

Mercer Investment Consulting continues with its push into the retail and institutional research markets, adding two more staff to its growing stable of consultants and li...

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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 2 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....

5 days 13 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 3 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 1 day ago