PEOPLE & PRODUCTS

INDUSTRY NEWS

Former abrdn managing director Brett Jollie has joined the leadership team at specialist investment and wealth management consultancy KONU....

INDUSTRY NEWS

The former tax partner at PricewaterhouseCoopers who disclosed confidential information has been formally banned for eight years from providing financial services by ASIC...

INDUSTRY NEWS

Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...

INDUSTRY NEWS

Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...

INDUSTRY NEWS

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

INDUSTRY NEWS

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. ...

INDUSTRY NEWS

PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint....

INDUSTRY NEWS

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. ...

INDUSTRY NEWS

Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....

INDUSTRY NEWS

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...

INDUSTRY NEWS

AFCA has welcomed a new board director as the director who has served on the board since AFCA’s origination in 2018 steps down....

INDUSTRY NEWS

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...

 

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

7 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 1 hour ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago