PEOPLE AND PRODUCTS

People & Products

VanEck Australia has made two new appointments to its investments and portfolio team as it grows its exchange-traded fund business in Australia....

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People & Products

BT’s flagship platform, BT Panorama, is the highest-rated platform among financial advisers for its mobile access and app, according to Investment Trends. ...

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People & Products

Pengana Capital has announced the appointment of Brett Guerin to its distribution and marketing team as a strategic account manager....

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People & Products

MetLife Australia has appointed David Campbell as chief operating officer and a member of the Australian Leadership Team. ...

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People & Products

HESTA has appointed Dr Michael Kollo as general manager – quantitative solutions and risk, to further build on its internal investment capabilities....

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People & Products

Prime Financial Group has appointed Olivia Long as managing director, strategy and operations, of its wealth management and superannuation division. ...

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People & Products

Augusta has completed £150 million of funding as it enters new stage of expansion, and points to Australia as a focus market. ...

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People & Products

Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...

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People & Products

Aura Group has appointed Andrew Coloretti as its new executive director, private wealth. ...

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People & Products

BetaShares has announced an expansion of its institutional investor business with the appointment of Dan Annan as its new director....

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People & Products

MLC Life Insurance has appointed chief underwriter of HSBC in Hong Kong, Mick Jones, as the new head of underwriting....

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People & Products

Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....

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People & Products

Ignition Wealth’s digital engagement and advice solutions are set to combine with Milliman’s analytics, data and consulting functions in a new collaboration....

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People & Products

Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....

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Financial planning

The Financial Adviser Standards and Ethics Authority (FASEA) has announced that Stephen Glenfield, who has over 30 years’ experience in the financial services regulation ...

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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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago