APPOINTMENTS

Funds management

Investment strategist Anthony Doyle has returned to Pinnacle in a senior role, less than two months after leaving to join Schroders as an investment director....

Funds management

With Q1 of the 2025 calendar year coming to a close, the Australian funds management industry has seen a range of major appointments and departures....

Financial planning

Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....

People & Products

Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certan...

People & Products

TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....

Funds management

Principal Asset Management has appointed a global head of real estate research and strategy. ...

Funds management

Perpetual has promoted an executive to the role of chief transformation officer as it enacts plans to sell its wealth management division....

Funds management

RQI Investors, an active quantitative equities manager within First Sentier Investors Group, has bolstered its research team with two appointments....

Financial planning

Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...

Funds management

Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Man...

Funds management

Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser....

Funds management

Perennial Partners has made a series of appointments to its distribution team across Australia, including a director focused on private wealth, while an ESG specialist de...

Funds management

Investment group Future Generation has appointed its first chief investment officer who joins the team from Perpetual Asset Management. ...

Funds management

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....

Funds management

Magellan has announced a raft of executive changes including the departure of head of investments Gerald Stack after 18 years and a second appointment from Maple-Brown Ab...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week 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...

3 weeks 1 day ago

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

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago