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APPOINTMENTS
Funds management
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market....
Financial planning
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment. ...
Funds management
Income Asset Management has hired former ASIC commissioner Danielle Press to its board as a non-executive director as it launches corporate bond ETFs....
Funds management
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
Funds management
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...
People & Products
Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice....
Funds management
Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distrib...
People & Products
The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth. ...
Funds management
Abrdn Investments has hired a new global chief executive as Rene Buehlmann steps down after less than two years, it also announced a new senior leadership structure. ...
Financial planning
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...
Financial planning
Insignia Financial has announced a board director will be stepping down next year after almost a decade amid a board refresh. ...
Financial planning
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....
Financial planning
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Financial planning
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
Funds management
The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....