APPOINTMENT

Funds management

Blue Sky Alterative Investments’ founder has announced he would step down as MD on 30 September, and be replaced by the current chief operating officer. ...

Financial planning

Financial Planning advisory practice group, AZ NGA, has appointed Adrian Ashton as its general manager of financial planning, on the back of the company’s strong growth. ...

People & Products

PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...

Funds management

Suncorp has appointed an ex-chief investment officer, Patrick Farrell, as Suncorp’s new head of investments. ...

People & Products

Bennelong Funds Management has appointed Vicki Allen and Lincoln McMahon to its board....

Life/Risk

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

Funds management

Netwealth has awarded a $400 million multi-asset mandate to Russell Investments, as it could help investors weather the market conditions, according to the platform provi...

Financial planning

Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...

Financial planning

MLC has rehired Russell Hannah as its new general manager, retail advised insurance sales, to help lead the business through its transformation....

People & Products

HSBC has renewed its relationship with online share trading business, Bell Direct platform....

People & Products

Rabobank Australia’s chief executive has moved to the bank’s head office in the Netherlands, while the deputy CEO has taken over the Australian reign. ...

Life/Risk

Major Australian wealth manager, MLC, has today appointed Michael Downey to the role of head of practice development....

Life/Risk

Life insurer, TAL, has appointed former CommInsure head of life product, Sally Phillips, to evolve its health services....

Funds management

Investment specialist Saxo Capital Markets has appointed former Deutsche Bank vice president as its Australian chief executive. ...

Financial planning

Government employee industry fund, LGS, appoints a new head of advice to increase its financial advice offering....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
moneymanagement logo