APPOINTMENTS

People & Products

Investment research group Zenith has recruited former Lonsec sales and distribution manager John Ryan....

People & Products

UBS Global Asset Management has appointed Tracey McNaughton as head of investment strategy in Australia....

People & Products

The Financial Services Council (FSC) has appointed Challenger managing director and chief executive Brian Benari to the board....

People & Products

Allan Gray Australia has appointed Chris Inifer as head of retail distribution and Julian Morrison as national key account manager....

People & Products

Australian Unity Investments (AUI) has made a number of changes to its distribution and business development team including the appointment of three key account managers ...

People & Products

Australasian Wealth Investments (AWI) has appointed former head of UBS Global Asset Management, Ben Heap, as chief executive and managing director....

People & Products

Former Standard and Poor’s executive managing director Tom Schiller has joined independent research agency Morningstar as it looks to expand its Asia-Pacific presence. ...

People & Products

Listed financial services company promotes senior executive amid board reshuffle...

People & Products

Aon Risk Solutions (ARS) Australia has announced that Lambros Lambrou will replace long-serving chief executive Steve Nevett, effective January 2014....

People & Products

Head of UBS GAM Australasia Ben Heap has stepped down and will be replaced by Bryce Doherty as the company makes a number of changes to its executive team....

People & Products

Trust recruits former Barclays Wealth executive to head Guardian Trust business in New Zealand....

People & Products

ANZ managing director for advice and distribution, Paul Barrett, will leave the bank later this month amid an executive reshuffle in its global wealth division....

People & Products

Financial Planning Services Australia (FPSA), part of the netwealth Advice group, has appointed Peter Boston as national advice manager, the final addition to its new exe...

Accounting

Former WHK group chief executive stands down....

People & Products

Following the recent appointment of Brad Cooper, Aberdeen Asset Management Australia managing director Brett Jollie has joined the Financial Services Council (FSC) board....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
moneymanagement logo