APPOINTMENT

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

People & Products

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally....

Funds management

The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....

Financial planning

Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....

Funds management

Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....

People & Products

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

People & Products

Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region....

People & Products

The specialist asset manager has been appointed to oversee the $115 billion super fund UniSuper’s private debt portfolio in Australia and New Zealand....

Financial planning

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November....

People & Products

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein....

People & Products

The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business....

People & Products

The digital advice service has appointed Ian Knox as chairperson, replacing former MP and FOFA chair, Bernie Ripoll....

People & Products

The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....

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People & Products

The investment technology platform welcomes a new head of platform and head of technology....

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People & Products

Aviva Investors has appointed David Hedalen as head of real assets research....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

13 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 20 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 20 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 14 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago