SALES

Funds management

Elston Asset Management has bolstered its NSW and ACT distribution team with the appointment of a senior BDM, who previously worked at HUB24. ...

Funds management

BDMs specialising in equities and fixed income report their bonuses are coming under pressure as investors opt for alternatives but salaries can still reach as high as $4...

People & Products

The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023. ...

People & Products

Aaron Russell has made the move from Perpetual to lead high-net-worth distribution in Australia and New Zealand at J.P. Morgan Asset Management. ...

Financial planning

Select AFSL sales agents, which was penalised by the Federal Court last week, undertook a ‘Refer a Friend’ program without the consent of referred persons that caused an ...

People & Products

After almost seven years at Colonial First State, most recently as director of investment sales, John Steele has moved over to Platinum Asset Management....

People & Products

The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...

People & Products

Lance Oliver will take on the newly-created role of head of sales at Talaria Asset Management....

People & Products

Natixis Investment Managers has appointed Danny King as head of institutional sales and Jason Guthrie as head of wholesale. ...

People & Products

GSFM has built on its retail distribution team with the appointment of Simone Newman as key account manager Victoria and Tasmania and the promotion of Steven Taylor to na...

People & Products

Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....

People & Products

Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....

People & Products

Specialist investment manager Perennial Partners has made two senior sales and distribution appointments....

Superannuation

The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....

People & Products

The research house has appointed Rob Hardy to the newly created role of executive director of sales and marketing....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago