PEOPLE & PRODUCTS

INDUSTRY NEWS

Two longtime executives, Erik Hirsch and Juan Delgado-Moreira, have been appointed co-chief executive officers to succeed Mario Giannini, who steps up as executive co-cha...

INDUSTRY NEWS

Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...

INDUSTRY NEWS

One year after taking up the roles, Blair Hannon, Global X’s head of investment strategy, and Kanish Chugh, head of distribution, have departed the firm as it embarks on...

INDUSTRY NEWS

The investment consultancy firm has announced the appointment of two non-executive directors to its board....

INDUSTRY NEWS

Danielle Wood, chief executive of the Grattan Institute, has been appointed as chair of the Productivity Commission as its previously announced candidate, Chris Barrett, ...

INDUSTRY NEWS

The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...

INDUSTRY NEWS

Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for cli...

INDUSTRY NEWS

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

INDUSTRY NEWS

Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....

INDUSTRY NEWS

The former AFA president, NSW financial adviser and long-term contributor to the financial advice industry has passed away at the age of 89. ...

INDUSTRY NEWS

Colonial First State has appointed two investment professionals from MLC Asset Management and AustralianSuper. ...

INDUSTRY NEWS

Bravura has appointed Greg Johnson as global head of product, just days after appointing Shezad Okhai as chief commercial officer. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

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...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 17 hours ago