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APPOINTMENTS
Financial planning
After stepping aside from running the day-to-day business of Synchron, director Don Trapnell has clarified his role and the future transition plan for the company....
People & Products
Greg Thomas will move from BennBridge in the UK to Bennelong in Sydney and Doug Stewart will replace him in the UK....
People & Products
The boutique fund manager has appointed Marjon Crandall as head of researcher and consultant relationships and David Redford-Bell as senior investment specialist....
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
People & Products
IOOF has appointed of David Chalmers as its new chief financial officer as David Coulter will leave the firm in February 2020....
People & Products
Six senior executives have been appointed to its newly established emerging markets business....
Life/Risk
TAL has announced the key changes around its two business lines: individual life and group life and investments....
Financial planning
Findex has announced 57 new partner appointments, of whom almost a quarter will be based out in regional areas....
People & Products
Ty Thurgood has been appointed by Eaton Vance as director of institutional business development, Australia and New Zealand....
Funds management
AMP Capital has announced a repositioning of its real estate business along specialist sectors, creating two new managing director roles for retail and logistics, while h...
People & Products
Xplore Wealth has appointed Michael Wright as chief executive, joining from BT. ...
People & Products
Metrics Credit Partners has made four appointments to strengthen its asset origination and portfolio management capabilities. ...
People & Products
JANA Investment Consultants has appointed Michael Watt as head of quantitative applications as it grows its variety of analytical tools....
People & Products
National Australia Bank has appointed Ross McEwan as its group chief executive officer and managing director....
People & Products
SG Hiscock & Company has announced the expansion of its distribution team with two new appointments....
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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...