EXECUTIVE GENERAL MANAGER

Financial planning

The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....

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People & Products

Suncorp Life promotes Andrew Mair to head distribution....

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Financial planning

A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...

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People & Products

MLC has promoted Kathy Vincent to the role of general manager, retail wealth platforms. ...

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Financial planning

A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...

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Financial planning

Despite improving wealth, Generation Y is the most likely to suffer from financial stress, according to a study. ...

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Financial planning

Mortgage Choice appoints MLC’s John Flavell as its new CEO....

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Life/Risk

Jordan Hawke departs Suncorp Life prompting search for replacement ...

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People & Products

Bank of Queensland (BOQ) has appointed Jon Sutton as managing director and chief executive officer, effective immediately....

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Financial planning

The changing financial services landscape looks promising for job growth, particularly in the risk area where prospective employees can cash in on tighter regulations. ...

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Financial planning

Investment technology group OneVue has signed a five year contract to provide a badged platform to online investment and research service the Eureka Report....

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Financial planning

Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....

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People & Products

High profile banker, Jason Murray, has taken on the role of General Manager of NAB’s NSW Private Wealth division. ...

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Awards

In what has been a year full of new regulations and reforms in the super industry, Money Management and Super Review has recognised Equip’s Danielle Press as Superannuati...

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Financial planning

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago