MASON STEVENS
People & Products
The investment technology platform welcomes a new head of platform and head of technology....
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....
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....
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. ...
Funds management
Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....
Financial planning
A new analysis suggests that the residential housing market is actually stabilising rather than bouncing back....
People & Products
Mason Stevens has announced the appointment of Rod Skellet who will join the group as its new investment strategist....
Funds management
Mason Stevens has launched the Franklin Concentrated Global Equity Ex-Australia Model Portfolio to its investment and administration service....
Financial planning
There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....
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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...