Australian Unity Bank appoints chief executive
Australian Unity Bank has appointed four-time Olympic medallist and current NAB personal bank executive Kieren Perkins as its new chief executive officer. More
Moves of the week
J.P. Morgan country head to retire
J.P. Morgan Asset Management CEO and country head, Rachel Farrell, is set to retire later this year. More
Kenna joins TCorp as head of funding and balance sheet
Rob Kenna has joined the NSW Treasury to lead the organisation's funding and balance sheet team. He'll be looking after the team responsible for raising debt through bonds and managing the state's balance sheet. More
TAL's head of portfolio management joins MLC Life
MLC Life has hired Bozenna Hinton as general manager of its product, pricing, and retail insurance proposition. More
Centrepoint CEO to depart
Centrepoint Alliance CEO Angus Benbow is set to leave the organisation at the end of May. More
Recent moves snapshot
Featured Q&As
Planning in Berlin: How to operate a business from offshore
Caroline Bell is based in Berlin Germany, but until December last year was also a registered Australian financial planner. She is now the Advisory Board for her financial planning practice which she established 15 years ago – Summerhill Financial Services – with registered financial planner Alex Perini dealing directly with clients. Bell also manages the business strategy for the practice and has financial adviser experience in Germany. She shared her thoughts on the Australian financial planning industry with Industry Moves.
A brave new world for financial planners
Former Investment Trends research director Recep Peker started up his new business Empower Business Advisory in January this year and has had so much demand already needs to consider hiring people. He spoke to Industry Moves about some of the biggest challenges facing financial advisers and the investment industry.
Positioning yourself for your next great executive role
Judith Beck, author of No Sex at Work and the founder of both the Financial Recruitment Group and Financial Executive Women – knows a lot about recruitment and how you position yourself best for your next great role – she shared some tips with Money magazine managing editor Julia Newbould. More
Featured Products & Services
Warakirri Institutional Farmland Fund – Case Study
Warakirri Asset Management has just launched an institutional Farmland Fund which will acquire a portfolio of high-quality agricultural property assets that it will lease to leading agricultural businesses, as Tenant Partners. Portfolio manager for the fund, Steve Jarrott (pictured), and head of ... More
Care & Living with Mercer (CaLM) - Case Study
Mercer has just launched Care & Living with Mercer (CaLM) a service which will help Australians plan, implement and monitor arrangements for their living and aging care needs. The program is the brainchild of Will Burkitt, Mercer’s Leader of Retirement Innovation and Care & Living. He spoke to ... More
Case study of Aberdeen Standard Focused Sustainable Australian Equity Fund
Aberdeen Standard Investments (ASI) recently renamed and restructured its Aberdeen Standard Australian Equities Fund into the Aberdeen Standard Focused Sustainable Australian Equity Fund – a concentrated all-cap fund that invests in 20 to 35 ASX-listed companies identified by ASI as sustainable ... More
State Street ESG Risk Analytics and Reporting Solution – Case Study
State Street has added another layer to its ESG Risk Analytics and Reporting Solution via a strategic engagement with S&P Global Trucost. The arrangement will enable users of the State Street solution to access Trucost data on risks relating to climate change, natural resource constraints, and ... More
Recent launches snapshot
Insights
Funds management industry heading for a shakeout
Monday 3rd May 2021
The funds management industry is about to be disrupted in a major way as an increasing number of fund managers look to release products as exchange traded product (ETP), instead of as unlisted trusts.
Read moreHow advisers are dealing with increased demand and capacity constraints
Tuesday 27th April 2021
Financial planners might be leaving the industry in droves, but the demand for quality advice is only rising post COVID-19, according to a study by MetLife. This, in turn, is creating capacity problems for advice firms looking to hire extra advisers to deal with the demand.
Read moreRecent Insights
Australians flock to ETFs during Covid
Sunday 28th February 2021New mortality data to help insurers
Wednesday 28th October 2020Investors have high expectations of ESG - Cerulli Associates
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