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News by this author
Audit and advisory firm, BDO, has recruited experienced superannaution specialist, Mark Wilkinson, to lead its superannuation offering....
JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value sitting at around $1 million....
Milliman has recruited former industry fund and Mercer executive, Kevin Moloney, as head of consulting services....
US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....
Aon has bolstered its broking business with two key appointments — with one being an internal promotion while the other is an external recruitment....
Long-serving chief investment officer, Oscar Fabian, will retire from VicSuper after a 30-year career and six years at the super fund....
AMP Limited has looked to experience and continuity, appointing Catherine Brenner as its new chairman....
After dealing with Champ Ventures in an investor capacity, IFM Investors has recruited Stuart Wardman-Browne to its private capital team....
Fixed income dealer, FIIG, has appointed former Wallaby and Australian Rugby Union non-executive director, Mark Connors, as its Queensland state manager....
Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....
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...