Nuveen appoints head of consultant relations
Global asset manager Nuveen has appointed Jaxon Rudduck as head of APAC ex-Japan consultant relations.Â
July 21, 2023
Spark Financial makes several personnel changes
National dealer group Spark Financial has appointed Damien Kirby and Tennille Catchpole as advice and compliance coaches.
July 21, 2023
Don’t be afraid: Push tech providers on DD
Free from the perceived restrictions of mandated tech from their licensee, self-licensed practices have a smorgasbord of choice. However, this opportunity means businesses must fulfill their own due diligence when creating a tech stack.
July 20, 2023
‘Money sticks’ but only for HNWIs
Only six per cent of clients have their children use the same adviser as their parents – almost half would rather do it themselves – according to Clime Investment Management. The firm’s chief client officer James Trude believes there are valuable lessons from advisers with high-net-worth clients on how to approach intergenerational clients and getting money to ‘stick’.
July 20, 2023
AMP announces re-shaped executive line-up
Matt Lawler and Edwina Maloney will be part of the AMP executive team, along with a future head of superannuation and investments, as part of the executive re-shuffle that included the departure of wealth CEO Scott Hartley.
July 20, 2023
MLC Life appoints head of group pricing
MLC Life Insurance has appointed Brett Pickett as head of group pricing with a focus on securing major partners in the superannuation sphere.
July 20, 2023
Iress appoints former Pendal group CFO to same role
Iress has appointed former Pendal chief financial officer Cameron Williamson as group CFO.
July 20, 2023
Covid-era tech investment paying off for advice practices
The 20th edition of the Investment Trends Adviser Technology Needs Report, extracts of which were exclusively shared with Professional Planner, has found a strong correlation between profitability and technology adoption and integration. The data firm's head of research, Irene Guiamatsia, says it's a case of increased tech spend during the pandemic-induced lockdowns starting to pay dividends.
July 19, 2023
Advice critical as intergenerational wealth transfer looms
Financial advisers must get better prepared for the fast-approaching transfer of intergenerational wealth from Baby Boomers to Gen X, Millennials, and Gen Z, according to wholesale broker AUSIEX.
July 19, 2023
Qualitas makes two senior appointments
Alternative real estate investment manager Qualitas has appointed David Porter and Tom Keenan as head of institutional capital and as head of international wholesale capital, respectively.
July 19, 2023
InvestSense appoints distribution executive
Portfolio construction consultant InvestSense has appointed John Nicoll as distribution executive.
July 19, 2023
Clearview hit with DDO stop order
ASIC has issued an interim stop order on the Clearview ClearChoice Income Protection Cover and Accidental Income Protection Cover, relating to two underlying products.
July 18, 2023
