APPOINTMENTS
People & Products
Centuria Capital has announced the appointment of Anne Hamieh as manager of marketing and distribution – financial services....
People & Products
BT Investment Management (BTIM) has appointed two senior account managers, Nicole Aubrey and Bain Swanson, to its wholesale sales team....
People & Products
BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....
People & Products
Dealer group Professional Investment Services (PIS) has announced a restructure of support for risk-focused practices with a number of new appointments – an initiat...
People & Products
BT's Licensee Select has appointed Simon Dutton to the role of manager, operations and service delivery. ...
People & Products
Solaris has announced the appointment of environmental, social and governance (ESG) specialist Lisa Domagala to its investment team....
People & Products
Premium Investors has announced it will add industry veteran Lindsay Mann to its board, who will help with the company’s strategy of delivering solid dividends to shareho...
Financial planning
Amid continuing speculation that more AXA practices are departing for MLC, it is understood that most of them have decided to stay, signing a so-called 'welcome package'....
People & Products
The newly appointed chief executive officer of Bravura Solutions, Tony Klim, has also been appointed managing director. Meanwhile, the software provider has acquired new ...
People & Products
Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...
People & Products
Crowe Horwath has appointed 12 new principals to meet client demand....
People & Products
Wealth management group Equiti Private Wealth has appointed a new head of advisory in response to growth and demand for its services....
People & Products
Research house van Eyk has introduced the new role of head of ratings to allow the current head of research, John O'Brien, to concentrate on more strategic responsibiliti...
People & Products
Bendigo and Adelaide Group has announced a series of appointments that will help generate awareness about the products and services offered by its new Bendigo Wealth divi...
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
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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...