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| | | Fiducian Financial Services has added two practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. ... |
| | | | ... curb the rise in consumer losses related to scams. In January 2019, the UK outlawed cold calling in relation to pensions, except where the caller is authorised by the Financial Conduct Authority, or is the trustee or manager of an occupational or personal ... |
| | | | Recruitment at all levels across most categories in the financial services industry has been lacklustre over the 2023/24 year, but there are some skills highly in demand, according to new data from Perceptor. The one exception has been insurance, which ... |
| | | | AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ... |
| | | | Equip Super appointed its inaugural chief experience officer (CXO), previously at legalsuper. Carrie Norman joins Equip on June 11. She most recently spent more than three years at legalsuper where she was chief member officer and an executive of member ... |
| | | | Regal Partners has announced it will acquire 100% of hard asset investment specialist Merricks Capital for approximately $235 million. As at April 30, Merricks managed approximately $2.9 billion in capital across three dedicated funds and a number of ... |
| | | | SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed ... |
| | | | Schroders Australia has announced a structural change to its Australian fixed income and Australian multi-asset teams. Under the changes the two teams will come together as a combined investment capability under a single point of leadership. Schroders ... |
| | | | Cromwell Property Group is selling its European fund management platform, including its Italy Urban Logistics Fund and European REIT, to Stoneweg. Cromwell said the transaction, which is valued at $457 million, is a part of its broader strategy to simplify ... |
| | | | ... continue to provide personal advice from 1 January 2026 and who does not meet the qualifications standard on that date except through the experienced provider pathway will need to make a declaration before 1 January 2026 to continue to be authorised ... |
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