DEPARTURE
Financial planning
A Koda Capital partner and executive team member, who joined the firm from almost a decade in advice roles at AMP, has departed the wealth manager. ...
Financial planning
With UBS Asset Management chief executive, Alison Telfer, set to join Schroders, the firm has appointed a company veteran as her interim successor. ...
Financial planning
Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility....
Funds management
The fund manager has confirmed the departure of its local managing director and Australian head Rob Mead, naming two successors to take up his position....
Funds management
According to Magellan, departing head of investment, Gerald Stack, has enacted a “textbook succession plan” which has helped reduce forecasted outflows from his infrastru...
People & Products
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role....
People & Products
The asset manager has announced the departure of a senior fund manager and the subsquent handover of responsibilities. ...
People & Products
After previously trying to depart last year, Melos Sulicich, chief executive of MyState Bank will be leaving at the end of the year....
Funds management
Fidelity global emerging markets fund manager, Alex Duffy, is to leave the firm at the end of May after 16 years. ...
Life/Risk
A workplace communications issue has seen the abrupt departure of QBE chief executive, Pat Regan. ...
People & Products
Both the chairman, David Murray and the chief executive of AMP Capital, Boe Pahari are exiting the company. ...
People & Products
Policy head, Jordan George, has announced he has resigned from his role at the SMSF Association which he held for the past seven-and-half years, effective 23 August....
People & Products
Philip Chronican will retire from his as chair of the TCorp board, effective 30 September 2019....
Superannuation
Sunsuper’s chief executive, Scott Hartley, has announced he will depart the super fund following the appointment of a successor, as he was looking for a new challenge....
People & Products
IRESS’ managing director, Simon Badley, has announced he would step down from his role at the end of June....
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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...