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....

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People & Products

Eaton Vance has announced the appointment of Eric Stein as chief investment officer, fixed income, of Eaton Vance Management. ...

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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....

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People & Products

Victor Windeyer will lead the development of a new healthcare investment initiative in its funds management business. ...

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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...

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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...

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People & Products

HSBC has appointed Enzo Cotroneo as head of securities services, Australia and New Zealand....

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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...

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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...

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People & Products

Mostyn appointed chair of Citigroup succeeding Dick Warburton, alongside two other key board appointments. ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 2 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 3 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago