APPOINTMENT
Financial planning
Advice firm Apt Wealth Partners has appointed Andrew Dunbar to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to ...
Funds management
Money Management looks back on the biggest people moves in the fund management world over the last three months. ...
Funds management
Northern Trust Asset Management has appointed Anwiti Bahuguna as global co-chief investment officer to succeed Michael Hunstad, who was recently named president of the fi...
Funds management
Perpetual has appointed a new CEO for affiliate J O Hambro Capital Management, as it tries to stem outflows and refresh the brand....
Funds management
Global investment firm Lazard Asset Management has appointed AllianceBernstein’s global head of investment as chief executive, as current CEO Evan Russo prepares to step ...
Financial planning
Insignia Financial’s wrap platform has appointed Heidi Press, former HUB24 head of product management, to spearhead the design and delivery of the MLC Expand platform. ...
Financial planning
Iress has appointed a chief AI officer to spearhead the fintech’s strategic focus on AI, with chief executive Marcus Price describing how the technology opens the doors t...
Funds management
Sydney-based alternative fund manager East Coast Capital Management has formed its first advisory council as it enters its next phase of growth. ...
Financial planning
Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...
Financial planning
Australian wealth manager Shaw and Partners has appointed a national head for its private wealth division, which has over 200 advisers and $40 billion in assets under man...
Funds management
Global asset manager Robeco has expanded its Australian fund management team with an equity appointment....
Financial planning
AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry....
Financial planning
Former Iress chief executive, Andrew Walsh, has been promoted to chair of a boutique Sydney advisory firm, having stepped down from the same position at Mason Stevens....
Financial planning
Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....
Financial planning
Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...