APPOINTMENT

Financial planning

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

People & Products

Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....

Funds management

GQG Partners’ chief financial officer is set to depart after nearly nine years at the fund manager, while MA Financial has welcomed an independent non-executive director ...

Funds management

Bell Asset Management has welcomed a global investment professional into the newly created director of research and portfolio manager position, while the broader team see...

Funds management

Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesal...

Funds management

Fund manager BML Funds, which has $1 billion in assets under management, is to be wound up as its chief investment officer Ted Alexander moves to Platinum....

Financial planning

TAL has appointed two experienced financial services professionals to its board including a new chair for the business to replace Mark Joiner....

Funds management

The fund manager has confirmed the departure of its local managing director and Australian head Rob Mead, naming two successors to take up his position....

Financial planning

Professional services firm AZ NGA has announced a group chief financial officer, who previously spent six years as Fitzpatricks Financial Group’s CEO....

Financial planning

As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...

Funds management

PIMCO has named its head of ETF sales for Australia, having promoted an account manager who joined the firm in July 2024....

Financial planning

Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....

People & Products

JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....

People & Products

SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage....

Funds management

ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 2 weeks ago

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

1 month 3 weeks ago

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

3 months 3 weeks ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

2 weeks 4 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

1 week 3 days ago

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...

3 weeks 4 days ago