APPOINTMENT

Financial planning

Financial Planning advisory practice group, AZ NGA, has appointed Adrian Ashton as its general manager of financial planning, on the back of the company’s strong growth. ...

People & Products

PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...

Funds management

Suncorp has appointed an ex-chief investment officer, Patrick Farrell, as Suncorp’s new head of investments. ...

People & Products

Bennelong Funds Management has appointed Vicki Allen and Lincoln McMahon to its board....

Life/Risk

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

Funds management

Netwealth has awarded a $400 million multi-asset mandate to Russell Investments, as it could help investors weather the market conditions, according to the platform provi...

Financial planning

Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...

Financial planning

MLC has rehired Russell Hannah as its new general manager, retail advised insurance sales, to help lead the business through its transformation....

People & Products

HSBC has renewed its relationship with online share trading business, Bell Direct platform....

People & Products

Rabobank Australia’s chief executive has moved to the bank’s head office in the Netherlands, while the deputy CEO has taken over the Australian reign. ...

Life/Risk

Major Australian wealth manager, MLC, has today appointed Michael Downey to the role of head of practice development....

Life/Risk

Life insurer, TAL, has appointed former CommInsure head of life product, Sally Phillips, to evolve its health services....

Funds management

Investment specialist Saxo Capital Markets has appointed former Deutsche Bank vice president as its Australian chief executive. ...

Financial planning

Government employee industry fund, LGS, appoints a new head of advice to increase its financial advice offering....

Financial planning

InterPrac Financial Planning is appointing former Capstone officer, Rae Stagbouer, as national advice manager....

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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 4 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