MASON STEVENS

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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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

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 15 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago