Centuria appoints advice COO to distribution role

Centuria/fund-management/real-estate/Sentry/WT-Financial-Group/distribution/

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm.

Read more about:

AUTHOR

Stretched environment limiting ability for BDM/PDMs to add value

business-development-manager/BDM/financial-advisers/licensees/

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles and ability to deliver value.

Read more about:

AUTHOR

Vanguard CEO Tim Buckley announces retirement

vanguard/passive-investing/ETFs/ceo/

Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president.

Read more about:

AUTHOR

Fidelity appoints president as Richards steps back

fidelity/ceo/

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role.

Read more about:

AUTHOR

Blackwattle looks to Antipodes for global equity launch

antipodes/global-equities/fund-launch/

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund.

Read more about:

AUTHOR

Qld advice firm launches two managed accounts

queensland/managed-accounts/BT/BT-Panorama/platforms/

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies.

Read more about:

AUTHOR

Count-Diverger merger completes to create $30bn firm

Countplus/Hugh-Humphrey/Diverger-Limited/M&A/

The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with $30 billion in funds under advice.

Read more about:

AUTHOR

Centrepoint Alliance updates on fees for no service remediation

remediation/fees/centrepoint-alliance/licensees/fees-for-no-service/

Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers.

Read more about:

AUTHOR

Investment consultant rebrands as ratings service launches

morningstar/ratings/

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and licensees.

Read more about:

AUTHOR

Will Platinum’s turnaround plans work?

Platinum-Asset-Management/Kerr-Neilson/Andrew-Clifford/

A benchmark unaware investment process and disruption in the adviser and platform market are among headwinds for Platinum as the 30-year-old firm announces a two-part turnaround strategy.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo