HIRES

Funds management

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....

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...

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. ...

People & Products

JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data. ...

Funds management

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in J...

Financial planning

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...

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. ...

Funds management

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....

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....

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

Funds management

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....

Funds management

PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....

Funds management

Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 13 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 4 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago