APPOINTMENTS

People & Products

ING has announced that Tony Hartley will succeed Mike Goodall as executive director responsible for dealer groups, following Goodall’s resignation late last year....

Financial planning

The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...

Financial planning

The Financial Planning Association (FPA) has successfully poached Clare Morgan, another of the Securities Institute of Australia’s (SIA) education team, who joins the FPA...

Financial planning

IWL has appointed Ross Johnston to the newly created position of head of financial planning strategy in a move it says will underpin the growth of its planning software b...

Financial planning

The recently appointed head of AMP, Andrew Mohl has wasted no time in giving the company a shake-up by moving “quickly to reform” the giant life and financial services co...

People & Products

Invesco Australia has appointed Gordon Glasfurd to the position of retail sales manager in NSW....

Financial planning

Mercer Investment Consulting has backed up its push into the retail funds management research scene with the announcement of three new recruits today....

Financial planning

Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...

Financial planning

Even the all conquering brussell sprout has failed to list the NRMA’s new financial planning division, ClearView Retirement Solutions, into the black, with the business l...

People & Products

Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....

Financial planning

VAN EYK Research is expanding its business, particularly in the areas of asset consulting services and research subscriptions and is advertising for staff despite already...

Financial planning

HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...

Financial planning

The Frank Russell group has dropped Deutsche Asset Management and Westpeak Global Advisors from the series of managers on its multi-manager investment funds in favour of ...

Financial planning

Bendigo Bank has launched the first products for its new funds management operation, Bendigo Managed Funds including four new funds and the existing Sandhurst Trustee’s i...

Financial planning

Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...

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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....

4 days 19 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 2 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