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Showing 361 - 370 of 16372 results for "Client"

Apostle executive exits

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Apostle Funds Management has confirmed that managing director Mitchell Gunman has resigned after just one year in the role. Chief operating officer Adam Camillo has stepped in to manage day-to-day operations, with executive chair Karyn West supporting ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... recently served as head of wealth solutions. In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth. Louw spent almost eight years at Morningstar ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ...

Longreach Capital strengthens private wealth

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... continued investment in people as the business grows. Melbourne is a key market for us, and Devin's experience and client-focused approach will further strengthen our on-the-ground presence," Longreach Capital Advisors founding partner Andrew King ...

Mercer's Helga Birgden departs after 18 years

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Helga Birgden is leaving Mercer after 18 years as a partner and global chair for responsible investment. She plans to dedicate her efforts full-time to helping boards with sustainability and the circular economy, ending 25 years in the field for the ...

bfinance names new managing director, insurance lead

ELIZA BAVIN  |  THURSDAY, 22 JAN 2026
... the firm for several months in an advisory capacity. In this new role, Rastogi will work closely with the senior team and client consultants across all international offices. bfinance said the appointment will strengthen its ability to support insurers ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
Netwealth said its APRA-mandated investment governance overhaul is underway and is being led at the executive level. This was part of its agreement with ASIC in December under which it said it will repay $101 million to super members who accessed the ...

FNZ, Centric extend partnership, citing 'significant' upgrades

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
FNZ has extended its partnership with Centric, the adviser-led investment platform of Findex, for a further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
... advisers and SMSFs have been the most ardent customers - a loyalty that has not bucked to this day. The trend underpins the client base at indexed fund giant Vanguard where retail investors' dominance has played out over the last 20 years. According ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... as head of wealth solutions at Morningstar. In this role, Louw will be responsible for aligning sales, partnerships and client growth across all DASH products, and facilitating sustainable revenue growth across adviser and institutional segments. Whelan ...