A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demograp...

Two senior executives have been appointed to lead BetaShares’ distribution and client service efforts across Western Australia, Tasmania, South Australia, and Victoria. ...

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. ...

Elston Asset Management has announced the appointment of Clint Abraham as its new investment specialist....

Global X ETFs has appointed Jessica Leung from BetaShares as its newest portfolio manager. ...

Michelle Russo, former head of wealth customer resolution at ANZ, has joined DASH as a chief operating officer, along with nine other hires. ...

Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and servic...

Following a strategic review of its business, Iress has made changes to its senior leadership teams, launched a new innovations division and announced a 10 per cent headc...

The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...

Pengana has announced a joint venture with investment manager Washington H Soul Pattinson in the hope of democratising access to private credit for non-institutional inve...