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Executive Appointments

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Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic.

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The research house has hired an associate director, focused on the direct wealth space.

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The advice group has appointed a head in Queensland, reporting to chief executive Terry Dillon.

Clime wants director removed

KARREN VERGARA  |  TUESDAY, 3 AUG 2021
The chair of Clime Investment Management and one of its shareholders are calling for the removal of long-serving executive Neil Schafer.

AMP hires in support of advisers, brokers

ELIZABETH MCARTHUR  |  TUESDAY, 3 AUG 2021
AMP Bank has appointed Paul Herbert as head of intermediary distribution and governance.

Fund administrator hires from competitor

KANIKA SOOD  |  MONDAY, 2 AUG 2021
Singapore-based Ascent Fund Services has hired from its competitor Apex Group to appoint the lead for its foray into Australia.

Bitcoin fund manager hires distribution lead

KARREN VERGARA  |  MONDAY, 2 AUG 2021
Monochrome Asset Management has named the former managing director of a fund manager as its new distribution lead.

Dismal pass rate for latest CFA exam

ELIZABETH MCARTHUR  |  MONDAY, 2 AUG 2021
The Chartered Financial Analyst (CFA) level one exam results for May 2021 saw a paltry pass rate of just 25%.

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
The $13 billion Trans-Tasman boutique had added two to its Australian distribution team, hiring from Macquarie and Bennelong Funds Management.

T. Rowe Price names chief executive

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
T. Rowe Price's group chief investment officer will succeed its outgoing chief executive Bill Stromberg at the end of the year.