CHIEF EXECUTIVE OFFICER

Financial planning

Tower Australia is rolling out the second phase of its multi-manager investment strategy, appointing Deutsche Asset Management and Macquarie Funds Management to focus on ...

Financial planning

Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the walk out of two executives, including former head of Australian equiti...

Financial planning

InTech Research has appointed a head of research - a newly created role which completes the asset consulting firms senior executive recruitment drive....

People & Products

GOLDMAN Sachs JBWere has flattened the executive reporting lines of its asset management arm resulting in the imminent departure of the business unit’s chief executive of...

Financial planning

Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...

Financial planning

ClearView Retirement Solutions has appointed InTech Financial Services as asset consultant to further distance itself from former parent IAG after having been acquired by...

Financial planning

Challenger Financial Services Group has revealed the specific details of its proposed merger with Associated Planners Financial Services following the Federal Court yeste...

Financial planning

Professional Investment Services’ 90-day business and activity model that ran from March through to May has boosted the revenue of participating firms by up to 50 per cen...

People & Products

Challenger Financial Services Group chief executive officer Chris Cuffe will step down as head of the group in August to take over responsibility for developing its wealt...

Financial planning

The Financial Planning Association (FPA) has appointed a senior executive to fill its vacant and now combined head of corporate services and member services roles, along ...

Financial planning

Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the departure of two executives, including former head of Australian equit...

Financial planning

Van Eyk Research is winding back its traditional asset consulting focus following a strategic review and in light of the $4 billion industry superannuation fund Sunsuper ...

Financial planning

Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...

Funds management

Credit Suisse Asset Management (CSAM) has split the management of its global equities business, appointing former Colonial First State chief investment officer Mark Burge...

Life/Risk

National Australia Bank (NAB) has no plans to outsource its Australian commercial insurance operations despite last week’s deal with AXA in the UK to take over the provis...

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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 3 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. ...

2 weeks 3 days ago

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

1 week 2 days 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. ...

1 week 3 days ago