Uncategorised

Table of Contents Financial Services Quarterly Market Update Investments ESG and Responsible Investments Risk and Compliance Investment Accounting Investment Operations Wealth Advisory Summary Financial Services Quarterly Market Update It was a busy end to the financial year 30 June 2023 with demand remaining strong across our portfolio of clients in Funds Management, Superannuation, and Wealth…

We Have Been Recognised at the 2023 Sourcr Recruiter of the Year Awards We are pleased to announce that Kaizen Recruitment has been recognised as the 2023 National, NSW, and VIC Agency of the Year – Banking & Financial Services by Sourcr. Our Reviews Celebrating Success and Dedication The Sourcr Recruiter of the Year Awards…

There has been a significant lift in demand for Environmental, Social and Governance (ESG) Investment professionals across our clients in Funds Management, Superannuation, Asset Consulting and Wealth Management over the last few years. The rise of awareness in society across ESG issues is having a broad impact and is permeating through to the corporate and…

Kaizen Recruitment recently hosted a Funds Management Executive Roundtable discussing several key issues facing funds management business leaders. Kaizen Recruitment has consistently identified a gap in the sharing of information across funds to address business pain points and had facilitated this event to support leaders in addressing some of these challenges amongst their peers. We…

Diminished Adviser numbers, increased client referrals, Adviser experience gaps, business mergers, book purchases, compliance burden, licensee costs, business exits, and a wide array of other structural and strategic business changes have been key points raised in conversations these past 12 months. It is not news to wealth management firms that securing new talent and retaining…