Decision on Wilson CEO imminent


The board of Wilson HTM Investment Group has indicated it will install Sandy Grant as the company’s permanent chief executive. Grant stepped into the acting chief executive position in July following the r.. Read More

Lloyd to step down from Perpetual


Perpetual chief executive Geoff Lloyd would step down in mid-2018 after more than five years in the role, the fund manager announced yesterday. In a statement, the company said Lloyd had timed his exit from Perp.. Read More

Ex-Media Super manager joins Legg Mason


A former investment manager from media industry superannuation fund Media Super has joined Legg Mason as the fund manager's new institutional sales director. Justin Nunan, who managed about $5 billion of assets.. Read More

NAB announces new digital hires


National Australia Bank (NAB) has announced it will immediately hire 600 new staff in growth areas such as software, data and security, following the announcement earlier this month that the bank would shed 18 per ce.. Read More

AZ NGA subsidiary makes fifth acquisition


AZ Next Generation Advisory (AZ NGA) subsidiary firm Wise Planners has made its fifth acquisition since joining the AZ NGA network, purchasing the client book of Sydney practice AFM Advisers. Under the purchase,.. Read More

Legg Mason nabs UBS sales manager


Legg Mason has appointed a former UBS wholesale sales manager as its national business development manager, with the aim of strengthening the fund manager’s partnerships in the retail advisory sector. Legg.. Read More

Fortnum recruits ClearView operations head


Former ClearView operations manager Jenny Psathas has joined Fortnum Private Wealth as head of operations as the group looks to ramp up recruitment of new adviser practices. Psathas, who has over 15 years&rsquo.. Read More

Perennial, Crestone reveal new hires


Crestone Wealth Management has appointed Scott Haslem to the role of chief investment officer, replacing David Sokulsky. Haslem, who will commence the job in January 2018, has 20 years’ experience in globa.. Read More

New ASIC chair appointed


The federal government has named former Goldman Sachs banker James Shipton as the new chair of ASIC. Shipton is to succeed Greg Medcraft and he will start his five-year term in February 2018 if his appointment .. Read More

Suncorp confirms wealth head appointment


Suncorp has announced that its acting head of wealth and life intermediaries Dan Waller will remain in his position permanently. Waller, who has been acting in the role since June, has more than 28 years’ .. Read More

Ward, Phillips take out AFA awards


The Association of Financial Advisers (AFA) has recognised Maxim Private Wealth adviser Michael Ward as the winner of its 2017 Excellence in Education Award, while honouring industry veteran Godfrey Phillips with the.. Read More

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