PEOPLE & PRODUCTS

INDUSTRY NEWS

Julie Lander, CEO of CareSuper, is to step down from the role after more than 21 years with the fund....

INDUSTRY NEWS

Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....

INDUSTRY NEWS

MLC Asset Management has expanded its range of managed account strategies to include conservative and high growth options in response to market demand from advisers for m...

INDUSTRY NEWS

Duncan West has been named as the new chair of Challenger, to replace incumbent Peter Polson after he retires on 27 October 2022....

INDUSTRY NEWS

Fiducian Group has reported net inflows of $309 million – its highest ever – for 2022 financial year from its network of 86 financial advisers, its results show....

INDUSTRY NEWS

Professional services utility, AZ Next Generation Advisory, and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Ph...

INDUSTRY NEWS

Capitaliz, a digital platform for financial advisers and accountants that measures value creation for privately-owned businesses and delivers succession planning advice a...

INDUSTRY NEWS

MSC Trustees has appointed Ruth McCelland and Steven O’Connell as non-executive directors of its board. ...

INDUSTRY NEWS

Count Financial has approved DASH Technology Group’s software suite, including its digital statement of advice capability, for use across its adviser network....

INDUSTRY NEWS

Wrap platform North has added a further 12 managed portfolios to its investment menu, together with an additional 21 new investment options....

INDUSTRY NEWS

Alternative asset management firm Jameson Capital has appointed its first chief operating officer, Philippa Davies....

INDUSTRY NEWS

Wealth managers Ord Minnett and EL & C Baillieu have completed their merger, creating one of the nation's largest private wealth management firms....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 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...

4 weeks ago

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

2 weeks 5 days ago