PEOPLE & PRODUCTS

INDUSTRY NEWS

Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...

INDUSTRY NEWS

Jonathon Ross has been promoted to head of intermediary Australia and New Zealand, to lead the firm’s continued growth in the intermediary channel....

INDUSTRY NEWS

Arrow will have use of Nucleus’ digital advice platform Nucleus Wealth Fusion, a robo-advice platform with active management and environmental, social and governance filt...

INDUSTRY NEWS

Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...

INDUSTRY NEWS

Melanie McQuire has been appointed as chief operating officer, responsible for the operating, technology strategy and platform of the business....

INDUSTRY NEWS

Financial services veteran, Michael Hawker, is to depart the board of Macquarie Group....

INDUSTRY NEWS

Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....

INDUSTRY NEWS

Bank of America Australian global markets chief operating officer, Rhys Cahill, has been appointed general manager – business at Talaria Capital....

INDUSTRY NEWS

Padua will provide transition management services and paraplanning to Findex financial advisers....

INDUSTRY NEWS

First Sentier Investors-owned Realindex Investments has appointed Dr Joanna Nash as senior quantitative portfolio manager. ...

INDUSTRY NEWS

The CFA Institute has appointed Daniel Gamba as chair of the board of governors, while Maria Wilton will be the new vice chair. ...

INDUSTRY NEWS

AMP’s Invest Blue and Russell Investments have developed new managed portfolios which will be offered through AMP’s wrap platform MyNorth. ...

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