Rebecca Evans

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Deutsche Asset Management chief executive Ross Youngman resigned from the group yesterday and has been replaced by former Westpac Financial Services chief Shaun Mays....

Dimensional Fund Advisers (DFA) will work in cooperation with Monash University and the University of Queensland as part of a three year study into investigating new mode...

Apogee Financial Planning is without a managing director after parent company MLC announced that Wayne Handley has been appointed to a new role focusing on expanding the ...

The Financial Planning Association (FPA) has announced a deal to integrate their educational CD-Rom Dollarsmart program into the high school curriculum as well as plans t...

Tribeca Learning will make a strategic push into the continuing education (CE) of accountants with the acquisition of two established chartered accountant programs....

Zurich Financial Services Australia is honing its focus on growing key accounts with the appointment of a distribution operations manager, Jenny Pang, to provide sales an...

Fiducian Portfolio Services (FPS) has unveiled its new head of wealth management, former St George Bank staffer Mark Schroeder, who joins this week with a mandate of impr...

The Australian Securities and Investments Commission (ASIC), in line with its ongoing efforts to improve risk disclosure to investors, has released an overview of common ...

Macquarie Funds Management (MFM) has appointed a new national sales manager to steer its push into the retail market following the announcement back in March it would cre...

ANZ has appointed a new head of personal banking in line with the group’s mandate to boost its retail banking business....

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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