PEOPLE & PRODUCTS

INDUSTRY NEWS

Geoff Lloyd will leave MLC after two years at the helm following the recent sale agreement with IOOF....

INDUSTRY NEWS

After six years at the helm Jonathan Hoyle has stepped down and will be succeeded by the firm’s director of private wealth, Vincent O’Neill....

INDUSTRY NEWS

ETF Securities founder, Graham Tuckwell has asserted himself following his return to Australia taking on the role of executive chairman and with chief executive, Kris Wal...

INDUSTRY NEWS

Vision Super’s chief investment officer, Michael Wyrsch, has been promoted to the newly-created role of deputy chief executive....

INDUSTRY NEWS

Donald McLay as resigned as chair of Clime Investment Management and will be replaced by Neil Shafer....

INDUSTRY NEWS

Natalie Tam and Camille Simeon have been promoted within Aberdeen Standard Investments’ Australian equities team....

INDUSTRY NEWS

Eaton Vance has announced the appointment of Eric Stein as chief investment officer, fixed income, of Eaton Vance Management. ...

INDUSTRY NEWS

Aberdeen Standard Investments has added Futuro Financial Services and Profusion Planning to its separately managed account service....

INDUSTRY NEWS

NowInfinity founder Amreeta Abbott will be a shareholder and board member of Succession Plus, following the sale of her business for $25 million to Class. ...

INDUSTRY NEWS

Adviser Ratings has looked to expand its footprint via the acquisition of CRM business, Crinkle Cut Digital....

INDUSTRY NEWS

Michael Hawker has been appointed as an independent non-executive director to the Westpac board....

INDUSTRY NEWS

First Sentier Investors has announced the completion of its rebrand from First State Investments to First Sentier Investors in all markets ex Australia. ...

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 weeks 2 days ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo