HIRES

Funds management

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in J...

Financial planning

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...

Financial planning

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

Financial planning

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...

Funds management

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....

Funds management

The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

Funds management

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....

Funds management

PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....

Funds management

Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...

People & Products

The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long ...

Funds management

GAM Investments has appointed Eric Finnell as its managing director for Australia after his predecessor left to take up the CEO role at Global X....

Financial planning

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last wee...

Funds management

The fund manager has appointed a new head to lead its retail business, replacing Stephen Fletcher who has moved into a newly created role at Munro Partners. ...

Financial planning

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...

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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 2 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 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 1 day ago