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| | | ASIC has suspended the Australian financial services licence (AFSL) of MW Planning, a subsidiary of MWL Financial Group, after it failed to appoint a new responsible manager. The AFSL is suspended until 8 June 2026. ASIC said MW Planning failed to fulfil ... |
| | | | Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ... |
| | | | ... she said. "We call on the Minister to reconsider this unjust additional levy that threatens the very viability of our profession. Nothing is achieved for Australians, particularly for those seeking retirement advice, if we drive out compliant financial ... |
| | | | Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ... |
| | | | Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ... |
| | | | In collaboration with Dimensional Fund Advisors (Dimensional) and SouthPeak Investment Management (SouthPeak), AMP has launched a new suite of investment solutions. Designed to equip investors with access to differentiated strategies, the Constructor ... |
| | | | The lobby group for women's financial security in retirement has refreshed its board, appointing two new directors and welcoming back a former member as it sharpens its focus on advocacy, equity and industry engagement. First up is Carla De Campo ... |
| | | | ... leadership," he stated. Misic said she was honoured to join the CFA Society Australia board and help advance the investment profession. "Having benefited from and contributed to the CFA community for nearly two decades, I'm committed to championing ... |
| | | | HESTA's head of portfolio design, Dianne Sandoval, has been appointed chief investment officer of the US$74 billion Maryland State Retirement and Pension System. Sandoval brings more than 30 years' experience across pension and sovereign wealth ... |
| | | | Global asset manager T. Rowe Price has promoted Cassandra Crowe to head of institutional distribution for Australia and New Zealand, in addition to her role as head of consultant relations for the Asia Pacific region. The expanded role is effective ... |
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