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| | | DomaCom has reported growth in recent months, with its funds under management having now exceeded the $100 million mark. The bulk of these funds has been in property acquisitions for small investors and self-managed superannuation funds. Traditionally ... |
| | | | The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ... |
| | | | William Blair appointed a new chief executive to lead the global financial services firm in its next phase of growth. Brent Gledhill, most recently the firm's president, took the post this month. He succeeds John Ettelson, who moved to the role ... |
| | | | ... and dominate eToro's top 10 list of most-held stocks, despite fears over rising inflation and higher interest rates. The Bank of England became the first major central bank last month to raise rates from record lows, while the US Federal Reserve has ... |
| | | | ... finance, technology, and building and construction. He has previously held management accounting roles with the Commonwealth Bank and Rio Tinto Dampier Salt, and currently sits on the Perth firm's Mining Resources Industry Focus Group. Kim's client base ... |
| | | | A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ... |
| | | | ... August 2020. Prior to that he was chief investment officer at ANZ Wealth. He has also held key roles at UBS and the Reserve Bank of Australia. "With a long history of delivering performance within complexity, Mark will lead the fund's renewed investment ... |
| | | | ... distribution team has taken a new role with Merricks Capital. Camelia Seric has joined the Melbourne-based investment house and non-bank lender as its new head of distribution. Spending 10 years at Bennelong, Seric played a major role in assisting the ... |
| | | | ... and ING Investment Management. Before moving to Sydney, Lucey was the head of the domestic portfolio management team at the Bank of Ireland Asset Management, based in Dublin. Lucey replaces Mark Griffiths, who has been acting in the role since Greg Bird's ... |
| | | | ... Superannuation, is a retail offering overseen by Equity Trustees Superannuation. Products or sub-plans of the fund include Bank First Super and Pension Fund, Beyond Super, Defence Bank Super and Pension Fund, Greater Rollover and Pension Fund, Hunter ... |
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