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APPOINTMENTS
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....
Financial planning
The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....
Funds management
Former Australian Retirement Trust chief executive Bernard Reilly announced he was joining Perpetual this week – what other CEO moves has the industry seen since the star...
Funds management
JP Morgan Asset Management looked internally to appoint its global head of ETFs, who has spent nearly 20 years at the firm....
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. ...
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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...