APPOINTMENT

Funds management

Nuveen has appointed a global head of estate, a successor to Chris McGibbon who steps down after almost 25 years....

Funds management

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team....

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 2 weeks ago

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

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago