POWERED BY MOMENTUM MEDIA
EXIT
Funds management
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...
Financial planning
The chief commercial officer of MLC Asset Management has stepped down after five years as parent company Insignia Financial reviews its leadership....
Funds management
Magellan Financial Group’s chief financial officer and chief operating officer Kirsten Morton is set to depart from the asset manager after more than a decade....
Financial planning
Veteran fixed income manager Jim Leaviss has announced he will depart M&G Investments after almost 30 years, with the firm appointing his replacement from Schroders....
Financial planning
There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...
People & Products
Money Management collates the biggest hires and exits in the financial services space of the last three months. ...
Funds management
Magellan has appointed Amy Krizanovic as head of ESG and it is understood her predecessor and former deputy CIO, Dom Giuliano, has departed the firm after 16 years....
People & Products
Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...
People & Products
Nathan Lim had been with the firm for seven years and was responsible for forming its asset allocation and portfolio management capability for Australia and Asia. ...
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
Funds management
Bank of Queensland has elaborated on its surprise decision to appoint a new chief executive to replace George Frazis....
Financial planning
Economic uncertainty is prompting the need for business owners to have their exit plans organised in case of future sale, according to HLB Mann Judd. ...
Financial planning
There are four possible scenarios for the adviser exit pathway to take going forward, according to Rainmaker Information, ranging from an outcome of zero advisers to 12,0...
Financial planning
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....
Financial planning
The financial advice profession has again fallen by triple figures, recording a weekly loss of 126 advisers in the lead-up to the end of financial year, according to Weal...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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....