CITIGROUP
People & Products
The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....
People & Products
Eaton Vance has announced the appointment of Eric Stein as chief investment officer, fixed income, of Eaton Vance Management. ...
People & Products
Scott Collary has been appointed as chief operating officer of its new group operating office, while group executive Gary Thursby will leave the bank early next year....
People & Products
Victor Windeyer will lead the development of a new healthcare investment initiative in its funds management business. ...
Superannuation
Total assets under custody rose 8% to $4.06 trillion with an increasing portion accounting for offshore markets, according to the Australian Custodial Services Associatio...
People & Products
Daniel Knoll has been appointed by KPMG to as national industry leader for financial services after formerly leading the company’s financial services management consultin...
People & Products
HSBC has appointed Enzo Cotroneo as head of securities services, Australia and New Zealand....
Financial planning
A major bank will refund over $3 million to more than 100 retail customers, after an investigation into whether customers believed they were receiving personal rather tha...
Policy & Regulation
Citigroup, Deutsche Bank, ANZ, and a number of their senior executives have been charged with criminal cartel offences, after an investigation by the Australian Competiti...
People & Products
Mostyn appointed chair of Citigroup succeeding Dick Warburton, alongside two other key board appointments. ...
Never miss the latest news and developments in wealth management industry
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...