APPOINTMENTS
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. ...
Funds management
Abrdn Investments has hired a new global chief executive as Rene Buehlmann steps down after less than two years, it also announced a new senior leadership structure. ...
Financial planning
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...
Financial planning
Insignia Financial has announced a board director will be stepping down next year after almost a decade amid a board refresh. ...
Financial planning
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....
Financial planning
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Financial planning
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
Never miss the latest news and developments in wealth management industry
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...