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

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. ...

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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 ...

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