APPOINTMENTS

People & Products

A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....

Funds management

Frontier Advisors has announced a series of promotions and reshuffles in its research teams in response to changing client interests and the firm’s five-year strategy....

People & Products

DASH has made two senior appointments to position the technology company for future growth....

People & Products

The Australian Financial Complaints Authority has appointed new directors as two founding directors step down after five years, including a financial adviser....

People & Products

Money Management collates the biggest hires and exits in the financial services space of the last three months. ...

People & Products

Bravura has appointed Greg Johnson as global head of product, just days after appointing Shezad Okhai as chief commercial officer. ...

People & Products

The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics. ...

Funds management

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....

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People & Products

As the year wraps up, Money Management takes a look back on the most significant moves within the asset management industry....

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People & Products

PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term. [pandp]...

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People & Products

Specialist small and micro-cap investment management firm, Spheria Asset Management, has appointed Daniel Peters to the newly-created role of head of research....

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People & Products

ECP Asset Management has appointed Amy Teh to its newly-created principal role in charge of partnering with clients to deliver ECP’s investment capabilities....

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People & Products

Specialist investment manager Perennial Partners has made two senior sales and distribution appointments....

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People & Products

The Australian Prudential Regulation Authority (APRA) has announced a number of executive changes within its leadership team. ...

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People & Products

HUB24 has appointed Chesne Stafford as chief growth officer as the company positions for further growth, effective from July....

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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 2 days 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