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APPOINTMENT
Financial planning
Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...
People & Products
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month....
Funds management
PGIM, the global asset management arm of Prudential Financial, has appointed a new president and chief executive as it embarks on a new chapter of growth....
Funds management
PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....
Financial planning
National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice....
Funds management
Perennial Partners has appointed a new regional manager for the southern states after the predecessor in the role left to join Schroders. ...
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....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...