APPOINTMENT
Financial planning
MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution. ...
Financial planning
Global private markets firm Partners Group has appointed a client solutions manager to strengthen its service offering across Australia’s southern states. ...
Financial planning
AMP has appointed a former funds management chief to a newly-created role of director for platform growth and wealth distribution. ...
Financial planning
JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month. ...
Funds management
Income Asset Management has promoted former ASIC commissioner, Danielle Press, as chair of its board following the retirement of John Nantes. ...
Financial planning
Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years. ...
Financial planning
Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm. ...
Financial planning
Forbes Fava Saville has announced the appointment of a new senior financial planner, expanding its ranks to help serve clients across its Victoria offices....
Financial planning
With UBS Asset Management chief executive, Alison Telfer, set to join Schroders, the firm has appointed a company veteran as her interim successor. ...
Funds management
Former CEO of Global X ETFs Australia, Evan Metcalf, has taken up a new position at a specialist ETF provider. ...
Financial planning
Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility....
Financial planning
Perth advice firm Integro Private Wealth has appointed a head of advice to spearhead a major business development initiative to expand nationwide. ...
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...
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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...