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Financial planning
Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...
People & Products
A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....
People & Products
The investment technology platform welcomes a new head of platform and head of technology....
People & Products
Matthew Lambert has been appointed Northern Trust’s new head of quantitative portfolio management, Asia Pacific....
People & Products
Lifespan Financial Planning has appointed market commentator Jonathan Pain to its investment committee. ...
Funds management
PGIM Investments has announced the appointment of Matt Shafer as head of international distribution....
People & Products
Warakirri Asset Management has appointed Steven Carew as head of multi-boutique platform, a newly-created role for the firm. ...
People & Products
Lauren O’Neill has been appointed as general manager of strategy and innovation at JANA, replacing Georgina Dudley who takes on the position of CEO. ...
People & Products
The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....
People & Products
Melbourne-based boutique financial advisory firm Wattle Partners has expanded its team with the appointment of a senior financial adviser. ...
People & Products
Aviva Investors has appointed Richard Surrency from Franklin Templeton as head of Asia Pacific....
People & Products
Yarra Capital Management has appointed Erin Kuo as chief sustainability officer....
People & Products
PEXA has hired a former Westpac executive as its group chief operating officer....
People & Products
The Australian Financial Complaints Authority has appointed Delia Rickard to the board for a three-year term....
People & Products
Acadian Asset Management Australia has announced the appointment of Sydney-based Gillian Savage as chief executive, replacing Andrew Hair....
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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....