APPOINTMENTS
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. ...
People & Products
Elana Rubin has stepped down from her role as TAL director, effective immediately....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...