BUSINESS DEVELOPMENT MANAGER

People & Products

Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW....

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People & Products

Infocus Wealth Management has bolstered its business development capabilities across the country with a number of key appointments....

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People & Products

Franklin Templeton has appointed Holly Old as a BDM in its retail advice distribution team, the sixth addition to the firm's advisory services team in the past year....

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People & Products

BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....

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People & Products

Former Zurich Investments business development manager Caitriona Wortley has joined Equity Trustees Limited as key account manager - NSW....

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Financial planning

Legg Mason has restructured its distribution, client service and marketing functions in order to focus more of the fund manager's efforts on institutional and intermediar...

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People & Products

With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....

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Editorial

Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...

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People & Products

CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...

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People & Products

Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....

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Life/Risk

Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...

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Financial planning

Michael Hutchison will bring 22 years of industry experience to his new role as practice development manager for IFA dealer network, My Adviser....

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Financial planning

The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...

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Financial planning

Wealth Today has announced the appointment of Bob Scherini as head of adviser services....

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People & Products

Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....

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Never miss the latest news and developments in wealth management industry

Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

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Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

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PETER JOHNSTON- AIOFP

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago