PEOPLE & PRODUCTS

INDUSTRY NEWS

Over 5,000 accountants will receive training in providing mental health first aid to assist clients across Australia by 2022. ...

INDUSTRY NEWS

The asset manager has made several leadership appointments to help evolve its global management structure....

INDUSTRY NEWS

Kathryn McKenzie has been appointed as an independent, non-executive director to the AMP Limited board....

INDUSTRY NEWS

Kristen Le Mesurier will be the new head of environmental, social and corporate governance and engagement for the asset manager....

INDUSTRY NEWS

Paul LaCoursiere has been appointed global head of environmental, social and governance investments, starting from next year....

INDUSTRY NEWS

The exchange traded fund provider will also close five ETFs by 4 December, 2020, as it positions for the next decade....

INDUSTRY NEWS

Mercer Australia chief executive, David Bryant has been elected to succeed Geoff Lloyd as chairman of the Financial Services Council....

INDUSTRY NEWS

Founder and director of Cerca FX Consulting, Ben Ereira, has been appointed by the BNY Mellon-owned asset manager....

INDUSTRY NEWS

Sydney-based Strathnaver Capital, led by Richard Borysiewicz, has been appointed marketing agent for Lion’s Asian private equity strategy....

INDUSTRY NEWS

Michael Nowak will be the new president, with Sam Perera as vice president and Matthew Hawkins as treasurer, with all state directors confirmed as well....

INDUSTRY NEWS

Anne Ward, chair of Colonial First State and Avanteos Investments, will retire from the board at the end of the year as the Commonwealth Bank looks to sell CFS to KKR....

INDUSTRY NEWS

Former MLC Life Insurance business development manager and NextGen graduate Sarah Congdon will replace Jason Milosevski....

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....

3 weeks 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