SALES

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....

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People & Products

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

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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...

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People & Products

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

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People & Products

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

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People & Products

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

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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....

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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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Policy & Regulation

The Australian Securities and Investments Commission is arguing that giving it product sales training intervention powers may reduce the need for it to take extreme actio...

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People & Products

Natixis Investment Managers has appointed Chris Spinos as its new director of institutional sales team....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 5 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 6 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago