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Funds management
A founding member of fund manager IML is to depart the firm later this year after 27 years....
Funds management
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles....
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...
Financial planning
Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...
Funds management
The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits....
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....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...