Board changes at Pengana as Negus departs

Pengana/Bank-of-Queensland/boards/

Pengana Capital has announced board changes as non-executive director Warwick Negus takes up a role as chairman of the Bank of Queensland.

AUTHOR

Magellan’s head of research joins Antipodes

Magellan/antipodes/Jacob-Mitchell/

Vihari Ross, who was responsible for leading Magellan’s 30-person global research team, has moved to Antipodes as a portfolio manager.

AUTHOR

Exelsuper enters managed accounts partnership with Activus

Activus-Investment-Advisors/managed-accounts/financial-advice/

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform.

AUTHOR

ClearView enhances life insurance options

ClearView/life-insurance/Simon-Swanson/

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range.

AUTHOR

A deep dive into the adviser exam pass rate

financial-advice/exam/FASEA/

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.

AUTHOR

The winding road ahead for digital advice

digital-advice/quality-of-advice-review/intelliflo/Ignition-Advice/

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.

AUTHOR

BOQ updates on CEO search

Bank-of-Queensland/patrick-allaway/ceo/appointment/

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.

AUTHOR

CountPlus to hold vote on name change

Countplus/financial-advice/M&A/

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.

AUTHOR

UBS AM appoints APAC fixed income head

UBS/appointment/fixed-income/AllianceBernstein/

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

AUTHOR

Perth advice practice pleads guilty to dishonest conduct

ASIC/crime/Perth/

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 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 ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days 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...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago