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DISTRIBUTION
People & Products
Martin Morris, chief distribution officer at Praemium, has departed the firm after seven years. ...
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....
People & Products
Former Investors Mutual head of retail, Wayne McGauley, has joined specialist income manager Wheelhouse Partners. ...
People & Products
Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....
Funds management
Fidante Partners and specialist asset manager Impax Asset Management have signed a distribution agreement in Australia and New Zealand. ...
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....
People & Products
LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
Policy & Regulation
Durand Oliver has been appointed as distribution manager to the independent platform provider....
Funds management
Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....
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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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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