APPOINTMENT

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

People & Products

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally....

Funds management

The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....

Financial planning

Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....

Funds management

Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....

People & Products

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

People & Products

Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region....

People & Products

The specialist asset manager has been appointed to oversee the $115 billion super fund UniSuper’s private debt portfolio in Australia and New Zealand....

Financial planning

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November....

People & Products

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein....

People & Products

The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business....

People & Products

The digital advice service has appointed Ian Knox as chairperson, replacing former MP and FOFA chair, Bernie Ripoll....

People & Products

The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....

image
People & Products

The investment technology platform welcomes a new head of platform and head of technology....

image
People & Products

Aviva Investors has appointed David Hedalen as head of real assets research....

image
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 20 hours 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 2 days ago