APPOINTMENT

People & Products

AdviserLogic has appointed IRESS’ Cath Perry as its executive manager – product and operations excellence, a role in which she hopes to “evolve [her] fintech dreams” and ...

People & Products

Lonsec has appointed its head of manager of research to the role of executive director....

People & Products

Boutique wealth management firm, Lipman Burgon & Partners, has appointed Alex Pikoulas to the newly created role of portfolio manager. ...

People & Products

CFA Societies Australia has announced the appointment of its first national chief executive officer. ...

People & Products

Pendal has appointed Morningstar’s managing director, research strategy Australasia, as its head of distribution, Australia. ...

People & Products

The Alternative Investment Management Association has appointed a new local Australian chair and elevated one of its Australian industry pioneers to the global AIMA board...

People & Products

Global real estate investment manager, TH Real Estate has appointed Rick Marston as head of asset management in Australia....

People & Products

TAL has appointed customer experience veteran Matt Paterson as its general manager, customer operations and underwriting....

People & Products

Zenith has recruited James Damicoucas as its new associate investment analyst, becoming the third analyst who has joined from a financial planning group....

People & Products

Glennon Capital has announced the appointment of Brooke Logan as the company’s marketing director....

People & Products

Heitman LLC has appointed Brad Fu as senior vice president, director of Asia-Pacific acquisitions. ...

People & Products

The Tax Practitioners Board has appointed a new chief executive officer, who will also act as secretary....

People & Products

Janus Henderson has announced a change of its director and chief executive, with Andrew Formica stepping down from the roles....

People & Products

Nikko Asset Management has appointed Mari Yamauchi as an outside director of its board. ...

People & Products

GBST has appointed Elly Grace as its new client relationship manager and tax subject matter expert....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago