Two Australian asset managers – K2 Asset Management and East Coast Capital Management – have each welcomed a female chief executive to lead the respective firms.
Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO.
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In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
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Webcast
In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
This is a CPD accredited webcast
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With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success.
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable target market.
Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July.
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Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager.
The investment manager has launched a new active ETF product on the ASX based on an existing Martin Currie fund for investors seeking stable and growing income streams.
Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE firms have a role to play in the Australian market.
