APPOINTMENTS

People & Products

Kevin White joins Easton Investment as managing director ...

People & Products

Former Citigroup managing director Roger Davis has been appointed Bank of Queensland chairman following the retirement of incumbent Neil Summerson....

People & Products

Perpetual has bolstered its distribution strategy with the appointment of Dean Winterton as general manager distribution....

People & Products

Affinia has appointed former AMP risk research manager Sitparan Gnanendran as national manager, advice as the specialist dealer group expands into the risk advice market....

People & Products

Wealth management firm netwealth has made another senior appointment with the addition of Lisa Faferko as head of licensee operations at Financial Planning Services Austr...

Financial planning

After already achieving its earlier target, Guardian Advice has announced new plans to grow adviser numbers to more than 300 by 2016....

People & Products

Morningstar Investment Management has promoted Ibbotson Associates Australia managing director and chief investment officer Daniel Needham to global chief investment offi...

People & Products

Ben Daly has been appointed as Goldman Sachs Asset Management’s key account manager for New South Wales and Queensland....

Financial planning

AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....

People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

People & Products

Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....

People & Products

Property Funds Association of Australia (PFA) has appointed Centuria Property Funds chief executive Jason Huljich as its new president....

People & Products

Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....

People & Products

Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....

Editorial

Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...

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 2 weeks 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 3 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 6 days ago

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

5 days 16 hours 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. ...

6 days 19 hours ago