PROMOTION
Financial planning
JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month. ...
Knowledge Centre
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Funds management
The departure of BlackRock’s head of global client business Mark Wiedman after his 21-year tenure has prompted a reshuffle, with several senior executives receiving promo...
People & Products
Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....
People & Products
GQG Partners has marked its sixth anniversary by announcing three key promotions in its the investment team....
People & Products
Janus Henderson has announced the internal promotion of Mark Fensom as retail sales director for Victoria and Tasmania....
People & Products
Aberdeen Standard Investments has announced the promotion of Michelle Lopez, an investment professional, to lead its Australian Equities team....
Policy & Regulation
Treasurer Scott Morrison was set to meet with counterparts in the UK and Germany to promote Australian fintech and developments in digitisation....
People & Products
MBS Insurance has promoted two former para-planners to its advisory ranks....
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MARKET INSIGHTS
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...