SALES

People & Products

The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023. ...

People & Products

Aaron Russell has made the move from Perpetual to lead high-net-worth distribution in Australia and New Zealand at J.P. Morgan Asset Management. ...

Financial planning

Select AFSL sales agents, which was penalised by the Federal Court last week, undertook a ‘Refer a Friend’ program without the consent of referred persons that caused an ...

People & Products

After almost seven years at Colonial First State, most recently as director of investment sales, John Steele has moved over to Platinum Asset Management....

People & Products

The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...

People & Products

Lance Oliver will take on the newly-created role of head of sales at Talaria Asset Management....

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People & Products

Natixis Investment Managers has appointed Danny King as head of institutional sales and Jason Guthrie as head of wholesale. ...

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People & Products

GSFM has built on its retail distribution team with the appointment of Simone Newman as key account manager Victoria and Tasmania and the promotion of Steven Taylor to na...

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People & Products

Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....

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People & Products

Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....

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People & Products

Specialist investment manager Perennial Partners has made two senior sales and distribution appointments....

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Superannuation

The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....

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People & Products

The research house has appointed Rob Hardy to the newly created role of executive director of sales and marketing....

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Policy & Regulation

The Australian Securities and Investments Commission is arguing that giving it product sales training intervention powers may reduce the need for it to take extreme actio...

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People & Products

Natixis Investment Managers has appointed Chris Spinos as its new director of institutional sales team....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

4 hours 31 minutes ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

6 hours 45 minutes ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

7 hours 50 minutes ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 1 day ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago