DISTRIBUTION

People & Products

Laura Mitchell has exited abrdn after more than 12 years, moving over to Atrium as sales manager. ...

People & Products

Former MLC head of distribution, Rob Dassie, has returned to the firm in the financial advice arm of its life insurance business. ...

Funds management

Fund managers can no longer shy away from the distribution challenge, according to Calastone, and should develop a way to target consumers without the need for an adviser...

People & Products

Fraser Herd, former managing director of employed advice at AMP, has been appointed distribution manager at Pengana for the NSW region....

People & Products

Pinnacle has announced the retirement of executive director Adrian Whittingham after 15 years, having been a key investor since the firm was in its early stages....

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People & Products

Former Investors Mutual head of retail, Wayne McGauley, has joined specialist income manager Wheelhouse Partners. ...

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People & Products

Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....

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Funds management

Fidante Partners and specialist asset manager Impax Asset Management have signed a distribution agreement in Australia and New Zealand. ...

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People & Products

Harry Moore has been appointed to the role to help develop stronger global relationships as part of shake-up of the firm’s leadership....

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People & Products

LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...

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Funds management

Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....

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Policy & Regulation

Durand Oliver has been appointed as distribution manager to the independent platform provider....

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Funds management

Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....

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Funds management

Channel Capital and Bell Asset Management have announced strategic distribution partnership to drive engagement for Bell’s global equity funds....

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Life/Risk

Zurich has flagged growing its business on the back of completing its acquisition of ANZ’s OnePath life insurance business....

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 4 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 23 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago