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People & Products
Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...
People & Products
Nathan Lim had been with the firm for seven years and was responsible for forming its asset allocation and portfolio management capability for Australia and Asia. ...
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
Funds management
Bank of Queensland has elaborated on its surprise decision to appoint a new chief executive to replace George Frazis....
Financial planning
Economic uncertainty is prompting the need for business owners to have their exit plans organised in case of future sale, according to HLB Mann Judd. ...
Financial planning
There are four possible scenarios for the adviser exit pathway to take going forward, according to Rainmaker Information, ranging from an outcome of zero advisers to 12,0...
Financial planning
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....
Financial planning
The financial advice profession has again fallen by triple figures, recording a weekly loss of 126 advisers in the lead-up to the end of financial year, according to Weal...
People & Products
Nick Parsons has stepped down as chief executive of Bravura Solutions and will depart on 22 August....
Funds management
Fidelity global emerging markets fund manager, Alex Duffy, is to leave the firm at the end of May after 16 years. ...
Financial planning
IMB Bank has exited advice ownership with its planning assets being sold to Bridges Financial Services....
Funds management
Mark Bouris’ Yellow Brick Road has continued its exit from wealth management by completing the sale of its 50 per cent stake in Smarter Money Investments to joint stakeho...
Financial planning
The Commonwealth Bank has cleared the way for exiting its self-employed adviser ‘Pathways’ franchise following issues initially notified to the Australian Competition and...
Funds management
Meme Capital Management has announced that its only publicly-available offering, The Dual Momentum Fund, was wound up in June....
Superannuation
Sunsuper’s chief executive, Scott Hartley, has announced he will depart the super fund following the appointment of a successor, as he was looking for a new challenge....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...