Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...
Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023. ...
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint....
The Melbourne-based equities fund manager has announced expansion plans to open an office in Sydney, as well as the appointment of a head of intermediary distribution. ...
Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....
Investment executive Richard Lourey, whose experience includes senior roles at JP Morgan, Tyndall AM and Ord Minnett, is set to help lead a new Australian asset managemen...
AFCA has welcomed a new board director as the director who has served on the board since AFCA’s origination in 2018 steps down....
A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...
Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...
The sustainable investment manager has appointed a new head of institutional distribution for the Asia-Pacific region, who holds nearly 14 years’ experience at American C...
Absolutely agree with you on this Les. That's how I see it too. The client facing "new" SOA document might shrink down a...
Most advisers are now degree-qualified with many years of actual practical industry experience, and are fully-qualified ...
This is all so ridiculous. I have 33 years experience, and have studied hard over the last 4 years to obtain the gov...