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INDUSTRY NEWS

The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...

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. ...

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MARKET INSIGHTS

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

1 week 2 days ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 19 hours ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago