Former AXA and AMP staffer, Rob Thomas, takes key role at Fitzpatricks Private Wealth....
With traditional asset management models failing to deliver through recent periods of volatility and low growth, Atrium Investment Management believes investors are seeki...
Centuria Life Limited launches three new investment bond funds as flexible, tax-effective medium to long-term investment options....
Lazard Asset Management has launched its Global Equity Franchise Fund to enable Australian investors to reduce their exposure to domestic risks....
Partners Group has had its open-ended Global Value Fund (GVF) added to the netwealth platform....
TAL appoints Steve Helmich to chair Affinia with Parker stepping aside and being replaced by Marcus O’Sullivan....
Shaw and Partners makes key institutional hires as it continues to grow into the wealth management sector....
Impressive growth sees Bibby Financial Services appoint Brendan Green as its NSW/ACT state manager....
Shenkman Capital Management has picked up Black River’s Charles Robinson as senior vice president, client service and business development....
Towers Watson has secured WA Super for asset consultancy mandate following a competitive selection process....
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. ...
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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...