Coin announces new head of sales
Financial planning software provider Coin Software has appointed a new head of sales following the departure of Simon Bishop.
An internal promotion has seen Katrina Banks step into the role, taking over responsibility for national sales and the relationship management of small to medium-sized clients.
Banks’ most recent role at Coin was business development manager for Victoria and Western Australia. She joined the company more than two years ago, providing software training to clients.
Her financial services career spans 10 years and includes roles at ING, AXA and Boss Software.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.