Wealth Industry Executive Appointments & News

27 August

People & Products

Household Capital launches drawdown loan facility

Retirement lender creates capability to use home equity as an income stream and lump sum payment off the back of

27 August

People & Products

Pengana adds to distribution team

Bruno Santos has been appointed as regional business development manager by Pengana in its distribution and

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

27 August

People & Products

WealthO2 appoints non-executive director

Graham Hand has been appointed as a non-executive director to WealthO2, bringing with him 40 years of industry

27 August

People & Products

Challenger appoints MS&AD rep to board

As part of their strategic relationship with MS&AD Insurance Group Holdings, Challenger has appointed Masahiko

26 August

People & Products

KPMG appoints Daniel Knoll as financial services head

Daniel Knoll has been appointed by KPMG to as national industry leader for financial services after formerly

23 August

People & Products

Bravura chair retires

Brian Mitchell will retire as chair after a decade in the role and will be replaced by Neil Broekhuizen.

23 August

People & Products

Janus Henderson announces internal promotion

Janus Henderson has announced the internal promotion of Mark Fensom as retail sales director for Victoria and

21 August

People & Products

Sean Fenton launches new boutique equities firm

Sage Capital, a new boutique equities firm from Sean Fenton will be launched via a partnership with Channel

Choosing a passive approach to investing could prove hazardous, according to Ariel Investments

21 August

People & Products

Kogan and Mercer launch index-based super fund

The new index-based fund from Kogan and Mercer will provide members five investment options based on their risk

15 August

People & Products

Policy head departs from SMSF Association

Policy head, Jordan George, has announced he has resigned from his role at the SMSF Association which he held for

15 August

People & Products

MyState appoints non-executive director

Banking and wealth management group MyState Limited has appointed Vaughn Richtor as a non-executive director,

15 August

People & Products

OnePath to upgrade its OneView Life portal

The now Zurich-owned OnePath has announced upgrades to its client management portal OneView Life, as part of its

Market Insights

Bonds: The Shifting Investment Landscape

30 September 2019

Determining the real value of managed accounts

30 September 2019

The managed accounts must-haves

9 October 2019

Build a Strong Core

1 August 2019

EVENTS

Oct23

Women in Financial Services 2019

Banker

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BOLR rights ‘not a sure thing’37 min 1 sec ago

Accountant

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Financial Planners do not have the brains to...

Will ASIC’s review tell the whole story on grandfathering?42 min 32 sec ago

Amanda Hugenkizz

Note the language being used is now "Grandfathered conflicted remuneration" . Pitty...

Will ASIC’s review tell the whole story on grandfathering?50 min 1 sec ago

People & Products

Household Capital launches drawdown loan facility

Pengana adds to distribution team

WealthO2 appoints non-executive director

Challenger appoints MS&AD rep to board

KPMG appoints Daniel Knoll as financial services head

Bravura chair retires

Janus Henderson announces internal promotion

Sean Fenton launches new boutique equities firm

Kogan and Mercer launch index-based super fund

Policy head departs from SMSF Association

MyState appoints non-executive director

OnePath to upgrade its OneView Life portal

Bonds: The Shifting Investment Landscape

Determining the real value of managed accounts

The managed accounts must-haves

Build a Strong Core

Banker

Accountant

Amanda Hugenkizz

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