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APPOINTMENTS
Financial planning
The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. ...
Funds management
As Magellan Financial Group continues its search for a permanent chief financial officer, it has looked internally for an interim replacement....
Funds management
The fund manager has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position....
People & Products
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation....
Funds management
Centuria Bass Credit has appointed a former Wallabies vice-captain and Rugby World Cup-winning player as deputy CEO....
Funds management
The global investment manager has appointed a head of alternative credit to lead the expansion of its emerging market alternative credit platform....
Funds management
The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits....
Funds management
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market....
Financial planning
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment. ...
Funds management
Income Asset Management has hired former ASIC commissioner Danielle Press to its board as a non-executive director as it launches corporate bond ETFs....
Funds management
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
Funds management
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...
People & Products
Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice....
Funds management
Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distrib...
People & Products
The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth. ...
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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...