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INDUSTRY NEWS

The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...

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More than 30 winners were crowned at this year’s Women in Finance Awards, including eight from the broking industry....

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The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...

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AMP’s investment platform has added a socially responsible fund to its menu following increasing adviser demand for ESG products, alongside six actively managed portfolio...

INDUSTRY NEWS

A Forbes 30 Under 30 alum has called for systemic change to provide more funding to start-ups founded by women....

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An empowerment coach has described how being diagnosed with and receiving treatment for perimenopause changed the way she did business....

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A year after departing the prudential regulator, former APRA chair, Wayne Byres, is set to join the board of Macquarie Bank as a non-executive director in the first quart...

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Expand your cultural literacy through research to gain the trust of clients from diverse backgrounds, advisers have been told.Expand your cultural literacy through resear...

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The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....

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With less than a week left until the Women in Finance Summit 2023, the inaugural event has sold out....

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First Sentier Investors has appointed a new chief operating officer, who departs from Perpetual as the investment manager appoints a replacement....

INDUSTRY NEWS

Global funds network Calastone has appointed a new head of Australia and New Zealand as Teresa Walker departs the firm. ...

 

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

14 hours 58 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

19 hours 48 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 14 hours ago

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

10 months 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 2 weeks ago

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

10 months ago