PEOPLE & PRODUCTS

People & Products

The Association of Financial Advisers has appointed Glen James as NSW/ACT state director and Patricia Garcia as Queensland state director following its AGM....

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Funds management

Morningstar’s director of manager research ratings, Asia Pacific, Chris Douglas will be leaving the company at the end of August....

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People & Products

Australian Prudential Regulation Authority deputy chair, Helen Rowell, has received another five-year term in her role and will be joined by Treasury deputy secretary, Jo...

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People & Products

Wells Fargo Asset Management has announced the hire of Eddie Cheng, who will join the firm as head of international portfolio management....

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People & Products

Ironbark Asset Management has made key distribution appointments as it focuses on growth....

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People & Products

Global technology consultancy, Capgemini has promoted its COO, Olaf Pietschner to the role of regional head for Australia and New Zealand....

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People & Products

Retirement financial planning solutions provider, Mafematica, and software company, BGL Corporate Solutions, have formed a partnership to introduce Mafematica’s cloud-bas...

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People & Products

The My AMP app has released the Money Manager budgeting functionality for iPhone and android, which aims to give customers a better view of their spending and saving habi...

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People & Products

The financial services giant has named David Cullen as its new group general counsel, with immediate effect....

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People & Products

Sunsuper has awarded specialist currency manager, Record Currency Management, a $350 million mandate for an active currency portfolio....

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People & Products

The super fund has awarded a global equities mandate to GQG Partners, a Pacific Current Group boutique manager....

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People & Products

IOOF-owned Australian Executor Trustees has appointed long-term executive, Yvonne Kelaher, to the role of head of corporate trust....

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People & Products

Northern Trust has hired Glenn Poulter into a senior global markets role within its institutional brokerage business in its Capital Markets Group....

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People & Products

Martin Currie has appointed Zehrid Osmani to lead its global long-term unconstrained team....

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People & Products

Northern Trust has appointed David I. Kim as head of sales for its corporate and institutional business across the Asia Pacific....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 9 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 10 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago