MLC’s recently-launched Wholesale Index Plus product has been granted a “highly recommended” rating by Lonsec....
Which are the Australian equity income funds putting the most money in clients’ pockets?...
RARE Infrastructure has appointed Jenny Pang as regional manager for NSW, ACT and South Australia....
Robeco has been awarded a mandate from Russell Investments for its ESG-integrated strategy....
Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....
Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....
Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....
Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....
Vanguard has appointed Tim Buckley as its new CEO while former Vanguard Investments Australia director, Greg Davis, has become CIO....
NESS Super chief executive, Angie Mastrippolito, has been recruited as COO of NGS Super alongside Deloitte’s Ben Facer, who has been appointed as chief risk and governanc...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...