GENERAL MANAGER

Financial planning

Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....

People & Products

Zenith Investment Partners has promoted Chat West’s head of research, Ian Fryer, to the position of general manager – Chant West. ...

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People & Products

Wealth manager IOOF has appointed Leanne Gregory-Aylett as general manager advice delivery....

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People & Products

The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...

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People & Products

Zenith Investment Partners has promoted Bronwen Moncrieff to the role of general manager of the Zenith business....

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People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

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People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

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Financial planning

Yellow Brick Road has appointed Adam Youkhana as the general manager of its wealth division following the resignation of former chief executive, Matt Lawler, in July....

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Superannuation

The SMSF Association has announced the appointment of Craig Jamieson as general manager, corporate development....

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Superannuation

Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago