New number one for ThreeSixty
MLC has appointed Lisa Boyce as head of its ThreeSixty Research team in a bid to enhance its service to advisers.
Previously, she was the state manager for MLC’s business review group and has also held roles at Godfrey Pembroke as a managed funds research analyst and ThreeSixty as head of managed funds research.
Boyce said she planned to redefine ThreeSixty’s internal research processes and better leverage the external research available in the market.
“We currently utilise providers such as Trowbridge Deloitte, Aegis and Chant West and, moving forward, we want to complement our specialist in-house skill set with additional research providers,” she said.
“Leveraging external research will free-up capacity in the ThreeSixty Research team to further focus on the areas where there is limited research coverage in the market, such as alternative investments.
“We believe we can add greater value to advisers’ businesses by focusing our efforts on specialist research services, rather than undertaking research which is readily available from other providers.”
Michelle Jess, who has been newly appointed as the research manager for managed investments, will be supporting Boyce.
Jess has worked in the financial services industry for more than eight years, including a previous role as a managed funds research analyst at ThreeSixty.
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.
