PEOPLE AND PRODUCTS

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new head of operations....

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People & Products

Former Westpac executive and executive chairperson of the Carnival Group, Ann Sherry, has been added to the board of NAB....

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People & Products

Equity Trustees has signed an agreement with OneVue to acquire its responsible entity with around $2.3 billion of funds under supervision....

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People & Products

Former UBS chief economist, Scott Haslmen has been appointed chief investment officer at Crestone Wealth Management....

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People & Products

Former ClubPlus chief executive, Paul Cahill has been selected as the new CEO of NESS Super, effective from January, next year....

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People & Products

Both Morningstar and Lonsec have now delivered the AB Managed Volatility Equities Fund a bronze rating, making it accessible to advisers....

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People & Products

Grant Samuel Funds Management has grown its retail sales team in NSW with the creation of a new position....

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People & Products

Financial advice provider First Advice Solutions had won Centrepoint Alliance’s national award for best new advice practice....

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People & Products

Actuaries Institute chief executive, David Bell, has resigned his position and will depart the organisation at the end of the year....

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People & Products

QIC Limited has gone for experience in appointing Professor Patrice Derrington to its board, underling its recent US regional shopping malls investment....

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People & Products

Global custodian BNP Paribas Securities Services has launched a new trade matching tool utilising artificial intelligence and predictive analysis....

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People & Products

AZ Next Generation Advisory has moved to acquire planning firm, Wealthmed Australia....

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People & Products

ClearView has moved to narrow the gap between underwriting and advice by recruiting industry veteran, Warren Page, as its new chief underwriter....

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People & Products

Local Government Super has announced the appointment of former Zurich Financial Services boss, David Smith, as its new chief executive....

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People & Products

Centrepoint and Moneysoft partner to deliver money management and cashflow platform....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 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 ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago