APPOINTMENTS

Financial planning

Deutsche Asset Management will target the do-it-yourself superannuation fund market next year along with individuals nearing or in retirement by launching a suite of abso...

Financial planning

Promina owned Tyndall Investment Management has accelerated its push into the retail space, unveiling plans to open a Melbourne office in January next year....

Financial planning

It is not uncommon for country advisers to travel 600 kilometres to see a client. Julianne Dowling reports on financial planning on the land....

Financial planning

The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...

Financial planning

Mercer Investment Consulting, bucking the trend against its recent hiring spree, has been forced to restructure its senior ranks following the departure of its national p...

People & Products

Financial services education provider Tribeca Learning has recruited high profile former Deutsche Bank chief economist Don Stammer to chair its board....

Financial planning

Van Eyk has moved to deflect attention from a spate of recent departures to competing research group, Mercer Investment Consulting, by announcing a new head of distributi...

People & Products

National Australia Bank today announced the departure of MLC chief executive Peter Scott after six years in the role as the bank moves to adopt a more regional business s...

Financial planning

Boutique dealer support and services company Paragem has signed up its second client since it was launched in May by former Sealcorp head, Ian Knox....

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...

Funds management

Boutique property group SAITeysMcMahon is aiming to take advantage of what it calls a structural shift towards unlisted property by significantly extending the reach of i...

Financial planning

MLC has appointed Susan Gosling as general manager of its implemented consulting division as part of the group’s ongoing strategy to strengthen its consulting capabilitie...

Financial planning

National Australia Bank has added four new non-executive directors to its board only days after signing up two new executive directors....

Financial planning

It has been six months since chief executive officer Kerrie Kelly began the structural makeover of the Financial Planning Association (FPA) and at last count the number o...

Rate the raters

After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

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

3 weeks ago

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

3 weeks 5 days ago