The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023. ...
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. ...
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 ...
After almost seven years at Colonial First State, most recently as director of investment sales, John Steele has moved over to Platinum Asset Management....
The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...
Lance Oliver will take on the newly-created role of head of sales at Talaria Asset Management....
Natixis Investment Managers has appointed Danny King as head of institutional sales and Jason Guthrie as head of wholesale. ...
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...
Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....
Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....
Specialist investment manager Perennial Partners has made two senior sales and distribution appointments....
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....
The research house has appointed Rob Hardy to the newly created role of executive director of sales and marketing....
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...
Natixis Investment Managers has appointed Chris Spinos as its new director of institutional sales team....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...