FUNDS MANAGEMENT

Financial planning

Aurora Funds Management (AFM) – the brainchild of former Challenger International executives Alistair Davidson, Simon Lindsay, Hugh Latimer and Richard Matthews – came in...

People & Products

Infrastructure and alternative investment manager Hastings Funds Management has announced its director private equity Tim Poole will head the group next year following a ...

Financial planning

Trust Company of Australia has exited the master trust industry following a decision to outsource the Trust Superannuation Master Plan to SMF Funds Management....

Financial planning

Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...

Financial planning

Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...

Financial planning

Professional Investment Services (PIS) has appointed former Sealcorp national sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian As...

People & Products

United Funds Management has appointed former Equity Trustees national distribution manager Stan Bates and will now vigorously seek to grow its funds management and instit...

People & Products

ING Australia has appointed ex-Tower Australia head of product Darren Stevens to the newly created role of national manager for employer super and group risk distribution...

Funds management

IOOF retail funds management general manager Jarrod Brown has boosted his team with the appointment of ANZ Managed Investments executive Andrew Polson into the role of he...

Financial planning

The Australian Consumers’ Association (ACA) has hit out at the funds management and financial planning industry in Australia, stating it is “characterised by structural c...

Financial planning

There’s a new man at the helm of Invesco and he has some very definite plans for the group. John Wilkinson reports....

Financial planning

If this year is characterised by one key factor it would have to be the turbulent nature of the industry. As Jason Spits writes, this has driven an almost unprecedented n...

Funds management

Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...

Financial planning

Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...

Financial planning

Garrisons managing director Kim White has announced his resignation from the group and with Synergy managing director Jim McKay moving into the role on an acting basis....

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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 3 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....

6 days 8 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 4 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 2 days ago