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 ...
Lonsec has appointed its head of manager of research to the role of executive director....
Boutique wealth management firm, Lipman Burgon & Partners, has appointed Alex Pikoulas to the newly created role of portfolio manager. ...
CFA Societies Australia has announced the appointment of its first national chief executive officer. ...
Pendal has appointed Morningstar’s managing director, research strategy Australasia, as its head of distribution, Australia. ...
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...
Global real estate investment manager, TH Real Estate has appointed Rick Marston as head of asset management in Australia....
TAL has appointed customer experience veteran Matt Paterson as its general manager, customer operations and underwriting....
Zenith has recruited James Damicoucas as its new associate investment analyst, becoming the third analyst who has joined from a financial planning group....
Glennon Capital has announced the appointment of Brooke Logan as the company’s marketing director....
Heitman LLC has appointed Brad Fu as senior vice president, director of Asia-Pacific acquisitions. ...
The Tax Practitioners Board has appointed a new chief executive officer, who will also act as secretary....
Janus Henderson has announced a change of its director and chief executive, with Andrew Formica stepping down from the roles....
Nikko Asset Management has appointed Mari Yamauchi as an outside director of its board. ...
GBST has appointed Elly Grace as its new client relationship manager and tax subject matter expert....
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...