PEOPLE & PRODUCTS

INDUSTRY NEWS

John Woods has been appointed to the role as the ethical investment firm aims to become one of the country’s largest investment managers by the end of the decade....

INDUSTRY NEWS

J O Hambro Capital Management executive, Nicholas Good has been named the incoming chief executive of Pendal as Emilio Gonzalez transitions out of the role....

INDUSTRY NEWS

Rod Bristow has been appointed chief executive of seed investment group, Investible, as it looks to launch its second fund....

INDUSTRY NEWS

Tony Pattison will be responsible for the firm’s activities in private banks, family offices, and the high net worth space....

INDUSTRY NEWS

The Queensland advice practice has partnered with AMP to create a new range of partnered MyNorth managed portfolios. ...

INDUSTRY NEWS

The IFAA Group would be the administrator from 1 May, 2021, and was chosen due to its client focus, and technology capabilities. ...

INDUSTRY NEWS

Challenger has appointed Angela Murphy as the chief executive of its Life business....

INDUSTRY NEWS

Phelim O’Neill has been appointed as distribution director to its Sydney office, responsible for relationships across the adviser, family office and wholesale channels in...

INDUSTRY NEWS

The course will run until the end of March 2021 which will offer advisers training in estate planning for clients....

INDUSTRY NEWS

Michael Downey will replace Russell Hannah as general manager of retail distribution partnerships....

INDUSTRY NEWS

Elfreda Jonker has been appointed as client portfolio manager to its Sydney-based team....

INDUSTRY NEWS

Lonsec have a new chairman and will be seeking a new chief executive following the announcement that Charlie Haynes will be leaving the research and ratings house. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months 1 week ago

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

3 weeks 6 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 5 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 4 days ago