APPOINTMENTS

People & Products

AMP appoints Kevin Canning as regional leader/business development manager in Queensland and Reece Foster as business development manager....

People & Products

Financial planning dealer group Snowball has made several appointments following its acquisition of portfolio construction business Officium Capital earlier in the year a...

People & Products

S&P appoints two new associates to its fund research team....

People & Products

Aviva Investors has announced a number of senior appointments to its business development team....

People & Products

Van Eyk Research has confirmed it has had more executive changes at the senior level, with former Standard & Poor's researcher John O'Brien named head of research and the...

People & Products

Elixir Consulting has seen such an increase in demand over the last year that it has expanded with the introduction of three new consultants....

People & Products

Having moved into the adviser and platform space, INGIM has now moved to boost its wholesale presence with the appointment of Jim McKay....

People & Products

Perpetual Private Wealth has confirmed the appointment of van Eyk's recently departed head of research, Nigel Douglas, as senior manager of investment research....

People & Products

Professional Investment Services has announced the addition of four new members to its management team, with key research, compliance, adviser services and practice recru...

People & Products

Head of Macquarie Adviser Services Neil Roderick has taken on a new role as Macquarie Banking and Financial Services group chief operating officer....

Financial planning

Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...

People & Products

AIA Australia has announced a number of new appointments and changes to its product and adviser services teams....

People & Products

Three new appointments have been made to the Australian Government Financial Literacy Board....

Financial planning

Peter Walsh has been appointed head of retail distribution for Treasury Group....

Financial planning

Credit Suisse has refreshed its REITs research team following the team’s defection to Citibank last year....

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 12 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