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News by this author
Vanguard has announced changes to its Australian executive team, promoting Matthew Lumsden to head of distribution....
Man AHL has produced a new video series aimed at helping advisers better understand alternatives....
Stanford Brown has appointed industry veteran, Don Stammer, as an external consultant to their Lunar Investment Committee....
Financial advisory firm, Profile Financial Services, has backed growth with two new senior appointments....
HLB Mann Judd has established a debt advisory arm in a joint venture with former St George Bank executive, James Macfarlane....
Digital wealth management provider, Quantifeed, has looked to regional expansion with key Hong Kong and Australian appointments....
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales....
Avoka has launched a new analytics module to help financial institutions better understand account opening discontinuances....
Money Management and DEXX&R has announced the winners of the thirteenth annual Adviser Choice Risk Awards 2016 at a breakfast briefing this morning....
Robo-advice solution provider, Ignition Wealth, has announced a new head of sales and an additional member of its advisory board....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...