BUSINESS DEVELOPMENT MANAGER
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....
People & Products
Guardian Advice has appointed Wes King as State Manager for Western Australia....
People & Products
Wealth management software provider Bravura Solutions has appointed former Deloitte senior marketing and business development manager Daryl Wright as product marketing ma...
People & Products
Wealth management software provider Bravura Solutions has appointed former Deloitte senior marketing and business development manager Daryl Wright as product marketing ma...
People & Products
T. Rowe Price has announced the appointment of Heath Branigan as business development manager focused on financial adviser distribution....
People & Products
CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....
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Podcast
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...