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BUSINESS DEVELOPMENT MANAGER
People & Products
Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW....
People & Products
Infocus Wealth Management has bolstered its business development capabilities across the country with a number of key appointments....
People & Products
Franklin Templeton has appointed Holly Old as a BDM in its retail advice distribution team, the sixth addition to the firm's advisory services team in the past year....
People & Products
BT Investment Management has grown its wholesale sales team with the appointments of Nick Mitchell, Laurice Considine and David Bolsom....
People & Products
Former Zurich Investments business development manager Caitriona Wortley has joined Equity Trustees Limited as key account manager - NSW....
Financial planning
Legg Mason has restructured its distribution, client service and marketing functions in order to focus more of the fund manager's efforts on institutional and intermediar...
People & Products
With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
People & Products
CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...
People & Products
Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....
Life/Risk
Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...
Financial planning
Michael Hutchison will bring 22 years of industry experience to his new role as practice development manager for IFA dealer network, My Adviser....
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Financial planning
Wealth Today has announced the appointment of Bob Scherini as head of adviser services....
People & Products
Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....
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Podcast
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I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...