Digital wealth management provider, Quantifeed, has looked to regional expansion with key Hong Kong and Australian appointments....
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales....
Avoka has launched a new analytics module to help financial institutions better understand account opening discontinuances....
Money Management and DEXX&R has announced the winners of the thirteenth annual Adviser Choice Risk Awards 2016 at a breakfast briefing this morning....
Robo-advice solution provider, Ignition Wealth, has announced a new head of sales and an additional member of its advisory board....
Watermark Funds Management has grown its investment team and added a BDM to focus on financial advisers and self-directed investors....
Bravura has appointed a new head of account management to support Sonata’s growth....
UBS Asset Management and CBRE Clarion Securities have launched a new infrastructure securities fund to the market....
Zurich has looked to grow its life and investments business with the appointment of a NSW/ACT territory manager....
Australian Unity Funds Management has expanded its institutional distribution team with the appointment of experienced Boyd Lees....
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...