APPOINTMENTS
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....
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....
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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...