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Australian Unity has made two strategic appointments to its investments business. ...
People & Products
Digital wealth platform, InvestSMART has launched a new pricing model via its PMA platform....
People & Products
Franklin Templeton has appointed a senior director of institutional business, responsible for managing and building relationships with institutional investors. ...
People & Products
Australian wealth management tech provider, FinClear, has rolled out a low-cost managed account solution. ...
People & Products
As BT pushes for its platforms to remain appealing to planners, the firm has launched a dedicated adviser hub, BT Open Services....
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Financial advisory group Wilsons has appointed ex UBS Asset Management head of investment strategy Tracey McNaughton as its new head of macro strategy....
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Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
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Integrity Life has continued to expand its team with the appointment of a former CommInsure product developer as head of retail product. ...
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NEOS Life has formally announced the members of their underwriting and operations team following their full market launch. ...
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ERI Scientific Beta has appointed a former MSCI index business managing director as a senior adviser. ...
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TAL has launched its new digital Adviser Centre platform to better support its adviser partners in their interactions with customers. ...
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Global institutional funds manager, IFM Investors, has launched its Swiss operations in Zurich and appointed a senior exec to head the move and lead business development ...
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Blue Sky Alternative Investments has announced that its chief financial officer, Matthew Whyte, has resigned....
People & Products
Following the launch of its conference app last year, Synchron has launched a new professional development app for advisers. ...
People & Products
Omniwealth has appointed a former Mercer adviser and certified financial planner as a senior financial adviser....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....