DISTRIBUTION
Funds management
Fund managers are seeking to strengthen their distribution teams to target the wealth management channels, but recruiters say it can be difficult to find senior hires. ...
Financial planning
Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...
Funds management
Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert....
Funds management
The days of “lunch and a handshake” are long gone for alternative fund managers, Bain & Company has said, as a slick sales organisation is needed if they are to benefit f...
Funds management
Perennial Partners has made a series of appointments to its distribution team across Australia, including a director focused on private wealth, while an ESG specialist de...
Funds management
A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing t...
Funds management
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market....
Funds management
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
People & Products
Infinity Capital Solutions, part of Viridian Financial Group, has welcomed a second former abrdn executive to the newly created role of national distribution manager. ...
Funds management
Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in J...
Financial planning
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Funds management
Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....
Funds management
The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....
Funds management
Global asset manager Natixis Investment Managers has appointed a distribution director for private wealth across southern Australia from Pengana Capital Group....
Funds management
Principal Asset Management has appointed a new director of distribution in Australia to expand its reach in the domestic wholesale market....
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MARKET INSIGHTS
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...