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Funds management

Federation Asset Management has appointed an investment director and head of responsible investments to support ESG integration strategy across the firm. ...

Funds management

Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives. ...

Financial planning

MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution. ...

Financial planning

AMP has appointed a former funds management chief to a newly-created role of director for platform growth and wealth distribution. ...

Funds management

Fund manager GSFM has appointed a former Macquarie Group business development manager to a newly created role in Queensland as the firm eyes further growth opportunities....

Funds management

Three fund managers have made appointments to their distribution teams, focusing on the firms’ relationships with financial advisers....

Funds management

Investment manager Woodbridge Capital has appointed Ben Evans as executive director, origination, joining the firm from Metrics Credit Partners....

Funds management

Northern Trust Asset Management has appointed Anwiti Bahuguna as global co-chief investment officer to succeed Michael Hunstad, who was recently named president of the fi...

Financial planning

National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ N...

Financial planning

AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...

Financial planning

US wealth manager Focus Financial Partners, which includes Australia’s Escala Partners, has appointed a chief strategy officer to fuel further Australian growth. ...

Financial planning

Perth financial advice firm Integro Private Wealth has promoted Emma Ross as advice and operations manager to lead the team as it eyes future growth opportunities....

Funds management

Evidentia Group has announced the appointment of a chief risk and operating officer, rounding out its executive leadership team after a slew of hires last month....

Financial planning

AMP-owned North has announced a senior manager appointment as the platform explores growth opportunities in its addressable adviser market....

Financial planning

Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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