PEOPLE & PRODUCTS

INDUSTRY NEWS

Lesley Mamelok has been appointed general manager, finance and deputy chief financial officer, while Robert Baillie has been appointed general manager, capital management...

INDUSTRY NEWS

Tricia Nguyen has been appointed head of Mercer Sentinel, Pacific, leading the firm’s outsourced due diligence and custody consulting capabilities....

INDUSTRY NEWS

Former Australian Unity Financial Advice executive, Tony Mantineo, has been appointed to the newly-created role which will lead adviser recruitment for Matrix Planning So...

INDUSTRY NEWS

All investment personnel will remain in place, and Nikko Asset Management will have a 20% stake and board representing in the enlarged group....

INDUSTRY NEWS

Mike Weigand has been appointed to the newly-created role of Asia Pacific regional operating officer....

INDUSTRY NEWS

Evergreen Consultants is underpinning its recent growth with the appointment of industry veteran, Michael Ohlsson, as executive director and partner....

INDUSTRY NEWS

Tim Ryan will replace Jean Raby as chief executive of Natixis Investment Managers, commencing from 12 April....

INDUSTRY NEWS

Implemented Portfolios Limited has made three new appointments in its distribution and portfolio management teams....

INDUSTRY NEWS

Link Group’s partnership with the fintech firm aims to help customers prepare for retirement through affordable financial advice and to help them through their Age Pensio...

INDUSTRY NEWS

The financial advice technology firm has appointed MLC group executive advice, Geoff Rogers, to the role who will begin in June....

INDUSTRY NEWS

Neil Gellett has been appointed as head of managed accounts, while Brent Bevan has been appointed as head of investment consulting – managed accounts....

INDUSTRY NEWS

Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
moneymanagement logo