APPOINTMENTS
Financial planning
The ING investment platform, Optimix Investment Management, has added four new managers to the panel for its Australian equities, fixed interest and cash offerings....
Financial planning
HFA Asset Management has significantly bolstered its distribution force, appointing five new business development managers (BDMs) to what is now a national team of eight....
Financial planning
Franchise dealer group RetireInvest has moved to bolster its ranks with two senior appointments three months after the firm’s ING parent announced plans to restructure it...
Financial planning
Colonial First State will meet its FirstChoice competitors head-on following the augmentation of its sales capabilities in preparation of the platform’s May scheduled enh...
Financial planning
Zurich Financial Services Australia has boosted its risk insurance capabilities with the conclusion of a round of appointments including that of national underwriting man...
Financial planning
Perpetual Investments today confirmed the roles of two former Macquarie Funds Management (MFM) staffers, who joined the group back in December, teaming up with former MFM...
Financial planning
Financial planning firm Financial Services Partners has begun the new year by flagging acquisition negotiations, upcoming changes to its risk product range and two new ap...
Financial planning
It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...
Financial planning
Former Hunter Hall International chief investment officer Kim Tracey, who departed from the group a week ago today, has been appointed as a senior fund manager by Merril ...
Financial planning
Promina’s financial services division, Asteron, has made a flurry of key appointments to its marketing and distribution team in an effort to realign the division and driv...
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Financial planning
The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...
Financial planning
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
Financial planning
Advance Funds Management’s recent run of distribution appointments has assisted the group in boosting its funds under management to over $3.5 billion and raising adviser ...
Financial planning
Tower Limited has completed a major reshuffle of its board following the appointment of two new directors - John Spencer and Maurice Loomes....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...