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As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....

People & Products • 14 August 2023

The global investment manager has appointed Melbourne-based Kevin Kandasamy as head of institutional distribution across the Australia and New Zealand business....

People & Products • 14 August 2023

Following the surprise departure of George Frazis last year, the Bank of Queensland has discontinued its CEO search and named a permanent successor....

Funds management • 14 August 2023

ASIC has permanently banned a Sydney financial adviser and cancelled the license of his business after he misappropriated investor funds....

Financial planning • 14 August 2023

Identifying this as a “high-quality opportunity”, Pacific Equity Partners joins IFM Investors and Citi in Household Capital’s financing package to provide retirement fund...

People & Products • 15 August 2023

As financial advice firms grapple with adviser retention and larger workloads, this coaching firm founder believes leadership programs are integral to support up-and-comi...

Financial planning • 15 August 2023

Staff at the RBA are in dispute with the central bank over working conditions and pay rises while its monetary policy board continues to hike interest rates. ...

People & Products • 15 August 2023

AMP chief executive, Alexis George, has shared her thoughts on Insignia’s new ownership model and whether it will follow its footsteps as it expects $50 million in advice...

Financial planning • 15 August 2023

Seeking to scale its activities across EMEA and APAC, Federated Hermes has promoted Clive Selman, head of UK distribution, to lead its international sales efforts....

People & Products • 16 August 2023

Equity Trustees has confirmed its intention to exit its UK and Ireland business and will write off $2.1 million associated with the investment....

People & Products • 16 August 2023

Having seen outflows in the first half of the year, global equity ETFs saw strong net inflows of almost $500 million in July, according to Betashares....

Funds management • 16 August 2023

With firm veteran Marian Poirier to retire after 20 years in the business, MFS’ head of institutional sales, Josh Barton, will step up to the role as head of Australia an...

People & Products • 16 August 2023

RBA governor Philip Lowe has shared his biggest regret as governor as he prepares to step down next month after seven years....

Funds management • 16 August 2023

The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for...

Financial planning • 16 August 2023

Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through ...

People & Products • 16 August 2023

South Korea’s Mirae Asset Global Investments has made a strategic investment in the robo-adviser, setting the stage to enhance Stockspot’s technology and product offering...

People & Products • 17 August 2023

MLC Life Insurance and PPS Mutual have backed the launch of Risk Hub, a free support platform for risk advisers, with founder Marc Fabris looking to help three types of a...

Financial planning • 17 August 2023

Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...

Funds management • 17 August 2023

Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading female business owners in the financial services space...

People & Products • 17 August 2023

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

People & Products • 17 August 2023
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So we are now underwriting criminal scams?...

3 months ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago