New research team at FSP
ANZ-owned dealer group Financial Services Partners (FSP) has created two new roles to improve its investment research offering to advisers.
The group has appointed David Woods as senior manager, research and investment, and Claudia Mah as research manager.
Woods was already working with FSP as a practice manager, having previously worked as an adviser with RI Advice Group and AXA-owned ipac Securities.
Mah is rejoining FSP after having worked with the group between 2006 and 2008 as an investment researcher.
The group said Mah has more than 10 years experience in product development, portfolio account management and other roles within the wealth management arms of companies including National Australia Bank and JP Morgan Chase.
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.