APPOINTMENTS

People & Products

Former NSW premier, Mike Baird has been appointed as NAB’s chief customer officer, corporate and institutional banking....

Funds management

BalckRock Australia has appointed Stuart Dunn as its head of wealth distribution and Linda Kang as its new lead research relationship manager....

People & Products

Islamic superannuation fund, Crescent Wealth has appointed an industry veteran as consulting CIO....

People & Products

Money Management has opened nominations for its Business Development of the Year award as part of its annual Fund Manager of the Year awards....

People & Products

Specialist firm, knowIt has grown its specialist team focusing on wealth and self-managed superannuation funds....

People & Products

Insurance claims manager and third party administrator, inTrust has appointed Diego Ascani as its new chief investment officer....

People & Products

Regulatory reporting specialist, AxiomSL has recruited former Macquarie Bank executive, Andrew Wood as its new Australia country head....

People & Products

Small business lender, OnDeck has further grown its executive team by appointing a head of sales....

Funds management

ANZ Wealth CIO, Stewart Bretnall has joined TCorp alongside Westpac’s Paul Verschuer in what represents key management changes within the State Government investment enti...

Financial planning

Count Financial chief executive, David Lane has been recruited by Perpetual as group executive, Perpetual Investments....

People & Products

Infocus has entered into an exclusive referral deal with H&R Block which will see direct accounting referrals....

People & Products

Former Elders Financial Planning practice development coach, Karlee Hoog-Antink, has taken a planner role in regional Queensland....

People & Products

Boston’s PhaseCapital has recruited former AllianceBernstein staffer, Michael Ning as its chief investment officer....

Funds management

Bennelong Australian Equity Partners co-founder, Paul Cuddy has joined Lazard Asset Management as its managing director....

People & Products

Futuro Financial Services has appointed Michael Frawley as its national manager of advice....

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 4 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 3 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 4 weeks ago

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

4 weeks ago

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

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 17 hours ago
moneymanagement logo