APPOINTMENTS

People & Products

Dealer group Professional Investment Services (PIS) has added industry veteran Barry Strapps to its senior ranks, appointing him as new practice development manager....

People & Products

Former AMP Financial Planning business partnership manager, Jim Ivester, has moved to the Australian Financial Services (AFS) Group as regional manager for Western Austra...

Superannuation

Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....

People & Products

Zenith Investment Partners has recruited two new team members, with Bronwen Moncrieff joining the company as senior investment analyst within the asset class research tea...

People & Products

Founder of Australian Unity Funds Management and an industry veteran, Craig Dunstan, has been appointed a non-executive director of investment firm Wealth Within....

People & Products

Professional Investment Services (PIS) has reinforced its risk team with the appointment of Peter Nielsen, who will have the geographic responsibility for the dealer grou...

People & Products

AMP Capital Investors has appointed a new global head of infrastructure after Phil Garling, who currently holds the position, announced his retirement....

People & Products

Former ING Investment Management executive, Alan Harden, has moved to BNY Mellon Asset Management to head its Asia Pacific business....

People & Products

RI Advice Group has added two new managers to its senior ranks. Jason Coggins will take up the role of investment research national manager, while Deepthi Ravi Kumar has ...

People & Products

BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....

Financial planning

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

People & Products

Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....

People & Products

National Australia Bank (NAB)-owned wealth manager, JBWere, has appointed Mark Joiner as its new chairman, after Michael Ullmer announced he was stepping down....

People & Products

Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...

People & Products

AMP-owned dealer group Hillross Financial Services has boosted regionalised support for its network of advisers, appointing 12 new senior managers across the country....

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’...

2 months ago

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

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 7 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
moneymanagement logo