Zenith picked up by Melbourne firm
Melbourne-based dealer group Securinvest Financial Planners has selected Zenith as its principal research adviser.
Securinvest, an independent Australian Financial Services licensee with around 17 authorised representatives, has its own dealers licence and life insurance brokers licence as well as its own accounting practice. Zenith will initially provide research to the head office business, which has nine advisers, according to Zenith.
“Zenith will support Securinvest’s existing internal research processes through the use of Zenith’s online research facility, investment committee support, and tailored model portfolio service,” said Zenith’s head of sales and marketing John Nicoll.
“In particular, we look forward to working with the team at Securinvest and supporting their long-established client model that focuses on risk minimisation investment philosophies that will address any unforseen downturns in future equities market.”
Nicoll said a growing number of adviser businesses are working more closely with their research providers, with advisers undertaking more detailed due diligence on their research provider to be confident they fully understand their individual processes and capabilities.
Zenith will be making more client announcements in the coming weeks, he added.
Recommended for you
Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candidates seeking their next role.
DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operational capabilities.
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years.
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,
