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APPOINTMENTS
Financial planning
Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....
Financial planning
The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...
Funds management
Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...
Financial planning
As part of a revamped strategy for the Commonwealth Bank-owned dealer group, Financial Wisdom has restructured its executive team and rolled out a range of new initiative...
Financial planning
AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...
People & Products
AMP Financial Planning has appointed two regional managers to lead its new field support teams in NSW and ACT....
Funds management
Perennial Investment Partners has appointed Clay Carter as senior portfolio manager in its global equities boutique....
People & Products
Three new appointments have been made to the Financial Sector Advisory Council, replacing three members who have relinquished their membership as a result of leaving the ...
Financial planning
Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...
Financial planning
Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...
Financial planning
Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunit...
People & Products
Commonwealth Bank of Australia owned wrap platform Avanteos has lost its chief executive, Serg Premier, following his signing with rival banking giant National Australia ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...