PEOPLE AND PRODUCTS

People & Products

VanEck Australia has made two new appointments to its investments and portfolio team as it grows its exchange-traded fund business in Australia....

People & Products

BT’s flagship platform, BT Panorama, is the highest-rated platform among financial advisers for its mobile access and app, according to Investment Trends. ...

People & Products

Pengana Capital has announced the appointment of Brett Guerin to its distribution and marketing team as a strategic account manager....

People & Products

MetLife Australia has appointed David Campbell as chief operating officer and a member of the Australian Leadership Team. ...

People & Products

HESTA has appointed Dr Michael Kollo as general manager – quantitative solutions and risk, to further build on its internal investment capabilities....

People & Products

Prime Financial Group has appointed Olivia Long as managing director, strategy and operations, of its wealth management and superannuation division. ...

People & Products

Augusta has completed £150 million of funding as it enters new stage of expansion, and points to Australia as a focus market. ...

People & Products

Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...

People & Products

Aura Group has appointed Andrew Coloretti as its new executive director, private wealth. ...

People & Products

BetaShares has announced an expansion of its institutional investor business with the appointment of Dan Annan as its new director....

People & Products

MLC Life Insurance has appointed chief underwriter of HSBC in Hong Kong, Mick Jones, as the new head of underwriting....

People & Products

Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....

People & Products

Ignition Wealth’s digital engagement and advice solutions are set to combine with Milliman’s analytics, data and consulting functions in a new collaboration....

People & Products

Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....

Financial planning

The Financial Adviser Standards and Ethics Authority (FASEA) has announced that Stephen Glenfield, who has over 30 years’ experience in the financial services regulation ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago