APPOINTMENT

Financial planning

Decimal has appointed Promontory Australasia to review its digital advice compliance....

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People & Products

Technology solutions supplier, IRESS, has announced the appointments of Coran Lill to the new role of group executive — communications and marketing....

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People & Products

Stanford Brown has appointed industry veteran, Don Stammer, as an external consultant to their Lunar Investment Committee....

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People & Products

IRESS has appointed Andrew Todd as his new chief technical officer to replace David Walker who has assumed a new position within the company....

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Financial planning

AdviserLogic has appointed former Premium Wealth Management CEO, Paul Harding-Davis, as a non-executive director....

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Financial planning

Suitebox, the mobile office solution for professionals, has been named as the most innovative platform by Oracle Cloud....

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Funds management

Equity Trustees was appointed as MHOR Asset Management’s responsible entity (RE) which would benefit potential new investors, according to Equity Trustees. ...

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People & Products

Atrium Investment Management has recruited two key specialists for its distribution team, reflecting growth....

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People & Products

Google head of sales, Susuan Wheeldon-Steele, has been appointed to the board of specialist investment firm, Centuria Capital....

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People & Products

Contango Asset Management has recruited Skye Radley as its compliance specialist ahead of its ASX listing later this month....

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People & Products

Man Investments has recruited Chris Comino as its institutional sales manager to focus on institutional opportunities....

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Financial planning

Yellow Brick Road has appointed Adam Youkhana as the general manager of its wealth division following the resignation of former chief executive, Matt Lawler, in July....

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Superannuation

OneVue Holdings has announced the appointment of Stephen Knight to its board of directors, effective immediately....

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Funds management

Capital Group has appointed a senior vice president who was previously the head of the international division at the government’s department of PM&C. ...

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Funds management

Blue Sky Alterative Investments’ founder has announced he would step down as MD on 30 September, and be replaced by the current chief operating officer. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 16 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago