Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and servic...
Former MLC head of distribution, Rob Dassie, has returned to the firm in the financial advice arm of its life insurance business. ...
The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...
A former chief executive of financial planning at ANZ has taken up a role as the head of a major superannuation fund. ...
MLC has internally appointed two joint heads of the capital markets research team and co-portfolio managers of choice products....
Nicholas Peach has been appointed APAC head of markets and investments for iShares and index investments at BlackRock....
The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics. ...
Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors. ...
Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...
As the year wraps up, Money Management takes a look back on the most significant moves within the asset management industry....
Aviva Investors has appointed David Hedalen as head of real assets research....
Elston Asset Management has hired Megha Sharma to join the team as senior distribution manager. ...
Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....
Research firm Investment Trends has appointed Eric Blewitt as chief executive, as Sarah Brennan moves into a newly-created position on the firm’s advisory board....
Fortnum Private Wealth has appointed former financial adviser Jason Gapps as practice engagement and growth manager to help the firm grow its relationships with the advic...
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...
So we are now underwriting criminal scams?...