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GENERAL MANAGER

Financial planning

Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....

People & Products

Zenith Investment Partners has promoted Chat West’s head of research, Ian Fryer, to the position of general manager – Chant West. ...

People & Products

Wealth manager IOOF has appointed Leanne Gregory-Aylett as general manager advice delivery....

People & Products

The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...

People & Products

Zenith Investment Partners has promoted Bronwen Moncrieff to the role of general manager of the Zenith business....

People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

People & Products

Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

Financial planning

Yellow Brick Road has appointed Adam Youkhana as the general manager of its wealth division following the resignation of former chief executive, Matt Lawler, in July....

Superannuation

The SMSF Association has announced the appointment of Craig Jamieson as general manager, corporate development....

Superannuation

Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago