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News by this author
Long-term Martin Currie executive, Andy Sowerby, has been appointed as the new head of Legg Mason Australia....
IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....
Infocus Wealth Management has named industry veteran, Roy McKelvie, as its chairman-elect and independent non-executive director....
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Future Generation Investment Company has added Zenith’s Smythe and Sunsuper’s Tomlinson to its investment committee....
The Paul Barrett-led AZ NGA has appointed Adrian Ashton as its general manager of financial planning, starting today....
Northern Trust has appointed Sarah Boddey as the chief diversity officer for Europe, the Middle East, Africa, and the Asia-Pacific....
FIIG has made a key appointment in financial services executive, Mathew Simpson, as it looked to reach into an under-serviced middle market....
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
Perpetual Corporate Trust has announced two key internal promotions in a bid to support the ongoing expansion of its corporate trustee business....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...