07/05/2021
Digital finance platform launches portal, makes several key appointments
Tommy Lee has been appointed head of broker distribution and business analyst.
07/05/2021
Tommy Lee has been appointed head of broker distribution and business analyst.
07/05/2021
Sam Hicks has been promoted from senior manager in the chartered accountant team to associate director.
07/05/2021
Interprac Financial Planning netted a loss of 22 advisers between June and July with 279 at the end of the period.
07/05/2021
Vincent joined Appleby in 2007
07/02/2021
"Angela is joining us at an exciting time for Aware Super following our two major mergers last year, and as assets under management approach $150 billion,"
07/02/2021
Previously, she was head of WPB for HSBC Bermuda.
07/02/2021
"They both have a deep understanding of the superannuation and retirement sector and we are very grateful to them for their significant contribution to the professional development of fund executives."
07/02/2021
His practice covers all aspects of offshore commercial and trust litigation with a specific focus on arbitration, enforcement and insolvency issues
07/02/2021
He will serve a second term as Managing Partner after previously holding the position from 2014-2017.
07/02/2021
He has 15 years of wealth management experience
07/01/2021
Lim brings almost two decades of experience working for insurers and banks, most recently at Prudential, where he was its head of HNW solutions.
07/01/2021
The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated onto Evolve.
07/01/2021
In her new role, which combines Wong's responsibilities, Lim will oversee discretionary, funds and ETFs in Asia.
07/01/2021
"We are delighted to have Yunfan Bao reinforcing our emerging equities franchise. His arrival will enhance our research coverage on Chinese equities which have become the world second largest equity market."
07/01/2021
Environmental activist group Market Forces turned up the heat on the super fund to oust Vaile, making him the target of an online campaign.
07/01/2021
Mr. Lau is dual-qualified in New York (USA) and Hong Kong.
07/01/2021
"Murray has an outstanding track record in identifying and developing products and services that give Australians the best investment and savings outcomes over the long term,"
07/01/2021
Combining this year's promotions and new lateral hires, the Firm added 95 partners.
07/01/2021
Morgan’s elevation comes almost two years
07/01/2021
He will be responsible for refining and driving strategic direction, management and delivery.