APPOINTMENTS
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Financial planning
AMP chief executive Andrew Mohl is confident of a slow but steady return to glory for the financial giant, and is now hoping for a boost to investor confidence following ...
Financial planning
The St George Banking Group has moved swiftly to allay any fears fund managers may have about the role and place of Assirt Research in the group, saying the ratings proce...
Financial planning
Lazard Asset Management has announced a number of senior appointments after restructuring elements of its management team in a bid to enhance its client servicing capabil...
Financial planning
MLC Corporate Solutions has significantly bolstered its adviser support capabilities following the recent appointment of eight additional staff to its Workplace Solutions...
Financial planning
In the current environment, most advisers are striving to control costs, improve profit margins and lift productivity. But what targets should they strive for? Richard Ra...
Financial planning
Zurich Financial Services has picked up ex-AMP and Rothschild employees to fill two new positions in the risk and investment management teams....
People & Products
Sanford Securities has appointed two top IWL staffers to its board of directors following the success of IWL’s pursuit for a majority stake in the broking group....
Financial planning
Tower Limited has experienced further changes to the composition of its board following the appointment of two executives and the departure of long-standing director Lanc...
Financial planning
Portfolio management service provider Symetry will stop using AXA’s Assure master trust for its back office administration and bring the work inhouse using a technology s...
People & Products
ING has announced that Tony Hartley will succeed Mike Goodall as executive director responsible for dealer groups, following Goodall’s resignation late last year....
Financial planning
The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...
Financial planning
The Financial Planning Association (FPA) has successfully poached Clare Morgan, another of the Securities Institute of Australia’s (SIA) education team, who joins the FPA...
Financial planning
IWL has appointed Ross Johnston to the newly created position of head of financial planning strategy in a move it says will underpin the growth of its planning software b...
Financial planning
The recently appointed head of AMP, Andrew Mohl has wasted no time in giving the company a shake-up by moving “quickly to reform” the giant life and financial services co...
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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...