Wealth Industry Executive Appointments & News

5 March

People & Products

Integrity Life CEO to retire

Integrity Life’s chief executive, Chris Powell will retire and the firm’s chief financial officer will step into

4 March

People & Products

Morningstar acquires fintech firm PlanPlus Global

Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global.

YTML has announced three new appointments to its senior team to keep up with customer demand for services.

2 March

People & Products

IOOF updates executive committee

The firm has appointed a chief operating officer, chief advice officer, and chief distribution officer.

2 March

People & Products

First Sentier boosts global leadership team

The global investment manager has appointed its managing director for Americas, and its chief marketing and

2 March

People & Products

Class adds CTO

Alexis Rouch has been appointed as chief technology officer by the self-managed superannuation fund software

26 February

People & Products

BetaShares launches Aussie tech ETF

BetaShares has launched its first exchange traded fund focused on providing access to Australia’s technology

24 February

People & Products

Midwinter grows sales, marketing and customer service teams

Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software

21 February

People & Products

Morgan Stanley to acquire E*TRADE platform for US$13 billion

Morgan Stanley is to acquire E*TRADE for US$13 billion, to boost its presence in the wealth management space by

Vanguard Australia has made appointments to its distribution team as a response to its growing intermediary, institutional, and retail clients.

21 February

People & Products

Zurich settles distribution team

After acquiring OnePath last winter, Zurich has settled its senior distribution team for both brands.

19 February

People & Products

Bennelong makes two senior appointments

Greg Thomas will move from BennBridge in the UK to Bennelong in Sydney and Doug Stewart will replace him in the UK.

NAB has internally appointed Matthew Lawrance as its chief executive of MLC Super.

7 February

People & Products

Ex-Macquarie FX specialist named head of new fund

Former Macquarie senior investment fixed income specialist, Teiki Benveniste, will alternative investment manager

6 February

People & Products

Lifespan launch new service for self-licensees

Lifespan Partnership will offer support for self-licensees and advice businesses wanting to transition to their

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Future of Wealth Management Webinar Series 2020

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Economy and Investment Post Covid -19 Webinar 2020

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It sure is, immaturity at it's worst! Grow up!

Planners back merger of FPA and AFA 8 hours 35 min ago

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"chump"! Mind your manners, I think the only chump might be yourself washing all your...

Planners back merger of FPA and AFA 8 hours 37 min ago

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It's worse than that. If you attend the FPA conference or a PD Day and there are...

FASEA still under pressure on Standard 3 9 hours 19 min ago

People & Products

Integrity Life CEO to retire

Morningstar acquires fintech firm PlanPlus Global

IOOF updates executive committee

First Sentier boosts global leadership team

Class adds CTO

BetaShares launches Aussie tech ETF

Midwinter grows sales, marketing and customer service teams

Morgan Stanley to acquire E*TRADE platform for US$13 billion

Zurich settles distribution team

Bennelong makes two senior appointments

Ex-Macquarie FX specialist named head of new fund

Lifespan launch new service for self-licensees

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