Financial planning consolidator Investor Group has created a new management position aimed at supporting the 105 advisers across its Investor Financial Planning and Presc...
Schroder Investment Management Australia has appointed Adrian Whittingham to the role of business development manager (BDM)....
BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....
Invesco Australia has appointed Gordon Glasfurd to the position of retail sales manager in NSW....
THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
Perpetual senior portfolio manager Peter Morgan will leave the group at the end of next month with John Sevior to take on the role of head of equities as of today....
The managing director of Lynx Financial Services, Stuart Abley, has resigned from the ING owned dealer group in protest and joined rival IOOF Funds Management....
John Tuxworth has become the latest Sagitta Rothschild senior executive to fall victim to the Westpac Bank’s decision this week to purchase the BT Financial Group....
The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...
Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....
Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...