AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, marking the 10th deal in as many years for the holistic advisory firm....
Longwave Capital Partners has announced the appointment of Melinda White as portfolio manager, bringing 20 years of buy-side investment experience to the firm....
Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund which will focus on clean energy, clean transport, energy efficiency and circular economy....
Dimensional Fund Advisors has appointed Jim Whittington as head of responsible investment, replacing Joe Chi who will retire at the end of the year....
Bell Asset Management chief executive, Nick Fels, has been appointed as a board director by the Financial Services Council....
Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president....
Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....
The Financial Services Council chief executive, Sally Loane, will step down from the role at the end of the year after seven years at the helm....
Tim Helyar has been appointed head of Australia, while Singapore-based Kevin Hardy has been appointed as head of Singapore and Southeast Asia....
Guilherme Lima will develop strategies for BlackRock’s offerings to address the needs of wealth clients throughout Asia Pacific. ...
UBS Asset Management has announced that Alison Telfer has been appointed country head Australia and New Zealand....
Real Asset Management has appointed Craig Thompson as its new chief technology officer....
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...