MASON STEVENS

People & Products

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...

People & Products

Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...

People & Products

Enda Mahoney, former chief technology officer at Mason Stevens, has taken up a similar role at Ignition Advice with the remit of leading its platform and product division...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

People & Products

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings....

People & Products

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

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People & Products

The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....

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People & Products

The investment technology platform welcomes a new head of platform and head of technology....

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People & Products

Mason Stevens has expanded its senior management team with the appointments of Jacqueline Fernley as chief investment officer and Wayne Twomey as chief financial officer....

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People & Products

Mason Stevens has replaced outgoing Vincent Hua with Tim Yule as chief executive, bringing 25 years of experience in investment banking and wealth management to the role....

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Funds management

There are 18 management groups which saw all their funds only receive 1 Crown, the lowest rating, in the latest FE fundinfo Crown ratings rebalance. ...

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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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Financial planning

A new analysis suggests that the residential housing market is actually stabilising rather than bouncing back....

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People & Products

Mason Stevens has announced the appointment of Rod Skellet who will join the group as its new investment strategist....

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Funds management

Mason Stevens has launched the Franklin Concentrated Global Equity Ex-Australia Model Portfolio to its investment and administration service....

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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

1 day 13 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

2 days 12 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

2 days 13 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 2 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 3 days ago

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

2 weeks 3 days ago