HIRES
Funds management
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
People & Products
Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice....
Funds management
Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distrib...
Funds management
Abrdn Investments has hired a new global chief executive as Rene Buehlmann steps down after less than two years, it also announced a new senior leadership structure. ...
People & Products
JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data. ...
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...
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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...