Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
APPOINTMENTS
People & Products
The Heron Partnership has recruited Deloitte’s Peter Larsen to its Melbourne actuarial team....
Superannuation
Industry fund REST has moved to increase the uptake of financial planning services amongst its members with a key appointment....
People & Products
NAB has promoted Jim Lamborn to chief executive of JANA, succeeding Ian Patrick who will be leaving the organisation after 14 years....
People & Products
The Commonwealth Bank has recruited former UBS Wealth Management chief executive, Liz Lewin, to join key boards....
People & Products
Rabobank recruits internally to fill key Australia and New Zealand roles....
People & Products
MBS Insurance has promoted two former para-planners to its advisory ranks....
People & Products
Automated advice firm Ignition Wealth has officially appointed Tom Pockett to its advisory board, following the appointment of investment banker Peter Meurer as chairman....
People & Products
Lonsec has appointed a new CEO to Lonsec Research, with Matt Olsen succeeding David Erdonmez....
People & Products
Shaw and Partners appoints UBS staffer, Aranka Nolan as head of marketing and communications....
People & Products
IAG poaches Suncorp’s Mark Milliner as its new chief operating officer, who will start his role in the middle of next year....
People & Products
Member growth sees Association of Financial Advisers appoint Roz Kay as its member services manager....
People & Products
Fund manager, Pengana, has made three key marketing and distribution hires....
People & Products
Former AXA and AMP staffer, Rob Thomas, takes key role at Fitzpatricks Private Wealth....
People & Products
Former Millenium 3 CEO, Richard Klipin to take role at NZ’s Sovereign Assurance Company....
People & Products
TAL appoints Steve Helmich to chair Affinia with Parker stepping aside and being replaced by Marcus O’Sullivan....
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...