APPOINTMENTS

Funds management

Fund manager PM Capital has expanded its intermediary distribution team in regional Australia with an appointment from State Street Global Advisors....

Financial planning

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

Financial planning

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Funds management

A C-suite executive, who was one of the first employees, will be departing from asset manager Pengana Capital Group after 22 years with the company....

Funds management

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....

Funds management

Ausbil Investment Management has announced its head of wholesale distribution is to depart after 17 years with the fund manager....

Funds management

Money Management rounds up the biggest people moves in the fixed income space over the past three months. ...

People & Products

Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program....

People & Products

Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector....

People & Products

The firm’s wealth management arm is welcoming an experienced corporate leader to its team....

Funds management

Income Asset Management has announced seven appointments in its fixed income team as the firm strengthens its reach across Australia....

Funds management

Boutique Australian-owned fund manager, Prime Value Asset Management, has appointed a new director of distribution. ...

Funds management

The boutique asset manager has appointed a former acting chief executive of Challenger Funds Management to its board as a non-executive director....

People & Products

BlackRock has promoted Jason Collins from the deputy head of BlackRock Australasia to become its next head of Australia....

People & Products

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago