CEO

Financial planning

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....

People & Products

Both Schroders and abrdn have appointed new group chief executives to lead their respective firms....

Financial planning

National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after fou...

Financial planning

Sydney wealth management firm Sherlock Wealth has promoted its head of advice to the role of chief executive. ...

Funds management

Former Australian Retirement Trust chief executive Bernard Reilly announced he was joining Perpetual this week – what other CEO moves has the industry seen since the star...

Funds management

Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete...

Funds management

Global X ETFs has announced the CEO of its Australian business, Evan Metcalf, will depart the firm after a decade....

Financial planning

Sequoia Financial Group has confirmed chief executive Garry Crole will remain at the firm until June 2026 but will work on a succession plan for his replacement....

Funds management

Former PM Capital chief executive Ben Skilbeck has taken up a new leadership role at a specialist credit manager....

Funds management

New Vanguard chief executive Salim Ramji has commenced the position at the global firm....

Funds management

Asset manager BNY, parent company of fixed income specialist Insight Investment, has appointed a global head for BNY Investments and Wealth....

Funds management

Following the exit of Paul Greenwood to join GQG Partners, Pacific Current Group has appointed an acting chief executive....

Funds management

Global investment manager Nuveen has appointed William Huffman as its new chief executive, succeeding Jose Minaya who departs after 20 years at the business....

Funds management

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”. ...

Funds management

Global investment giant Vanguard has appointed a new global CEO to replace Tim Buckley who steps down after more than 30 years with the business. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 10 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago