PEOPLE & PRODUCTS

INDUSTRY NEWS

Small-cap fund manager OC Funds Management has appointed Aaron Yeoh as senior investment analyst. ...

INDUSTRY NEWS

OnePath Life and Zurich has announced its intention to make a joint application to transfer OnePath Life's life insurance business, formally bringing together the two fir...

INDUSTRY NEWS

North, provider of wrap investment platforms, has launched a client app, making it easier for clients to stay connected to their investments....

INDUSTRY NEWS

Abrdn has hired State Street’s Raf Choudhury as an investment director in its Australian multi-asset investment solutions business. ...

INDUSTRY NEWS

Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....

INDUSTRY NEWS

AMP has sold its international infrastructure equity business for an upfront consideration of $462 million, days after selling its domestic infrastructure arm to Dexus....

INDUSTRY NEWS

Financial planning technology start-up, iFactFind, has upgraded its digital fact-find solution, adding a mini fact-find and functionality to support efficiency and the de...

INDUSTRY NEWS

David Sharpe will become chair of the Financial Planning Association of Australia, taking over from Marisa Broome who has been chair for over three years....

INDUSTRY NEWS

Cboe Australia has announced the introduction of a range of Cboe Australia funds to the HUB24 platform, available from 26 April....

INDUSTRY NEWS

The Australian Institute of Superannuation Trustees has announced two board appointments including former Federal Treasurer and deputy prime minister Wayne Swan....

INDUSTRY NEWS

Bennelong Funds Management has appointed Mai Platts as account director for NSW and ACT, adding 16 years of experience to the firm, spanning key account, dealer group and...

INDUSTRY NEWS

Redpoint Investment Management has added to its impact investing capability with the appointments of Hunter Page and Chris Parks as portfolio managers....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 6 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 1 week 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 2 weeks ago

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

6 days 16 hours ago

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

2 weeks 2 days 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. ...

3 weeks 2 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo