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 ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...