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APPOINTMENTS
Financial planning
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
Funds management
The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....
Funds management
Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...
Financial planning
AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans. ...
Funds management
Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....
Funds management
Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...
Financial planning
Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years....
Funds management
AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role....
Financial planning
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
Funds management
Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...
Funds management
ASIC has made two appointments to its senior executive leadership team covering regulation and enforcement following an international search. ...
Funds management
Research house Investment Trends has made a new hire to head up its Australian sales team....
Financial planning
As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....
Funds management
Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams. ...
People & Products
Both Schroders and abrdn have appointed new group chief executives to lead their respective firms....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...