APPOINTMENTS
Financial planning
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,...
Funds management
Federation Asset Management has appointed an investment director and head of responsible investments to support ESG integration strategy across the firm. ...
Funds management
Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform....
Funds management
Bell Financial Group has appointed a chief investment officer who joins the firm from Clime Investment Management. ...
Funds management
Challenger has looked to the superannuation industry for its appointment of a group chief investment officer, a newly-created role....
Financial planning
Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy. ...
Funds management
Ethical investment manager Australian Ethical has announced the appointment of Anthony Lane as chief operating officer....
Funds management
ECP Asset Management has promoted Justin Warton to partner, investments, as its Global Growth Fund launches on the HUB24 platform. ...
Financial planning
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...
Financial planning
ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Aust...
Financial planning
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders....
Funds management
International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years....
Funds management
Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capita...
Funds management
Investment consultancy Ascalon Capital has looked to research houses for hires, appointing one each from Zenith and Lonsec while Zenith has made an internal promotion. ...
Funds management
From multiple fund launches and personnel changes to major outflows and a scrapped deal, Money Management has collated the most significant news in the funds management i...
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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...