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| | | iExtend has expanded its distribution team by appointing a national business development specialist, hiring from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ... |
| | | | ... following its partnership with Fidante. Fidante this week acquired a minority stake in Fulcrum and secured exclusive distribution rights across Australia, New Zealand and Asia. This is the investment manager's second partnership in 2025, following ... |
| | | | ... opportunities to high-net-worth individuals. Annan brings more than 20 years of experience across institutional and wholesale distribution, global asset management, and both public and private markets, including ETFs, digital assets, and fixed interest. ... |
| | | | ... and personalisation our clients have come to expect." Both Vanguard and Lonsec will actively provide service and distribution support to advisers, including product education materials, client resources, quarterly client reporting, access to webinars ... |
| | | | Minister for financial services Daniel Mulino has said the government is not currently looking at reforming the tax treatment of family trusts. Appearing on Sky News this morning to discuss this week's changes to Division 296, Mulino was asked whether ... |
| | | | ... Fidante has partnered with London-based Fulcrum Asset Management, acquiring a minority stake and securing exclusive distribution rights across Australia, New Zealand, and Asia. This is Fidante's second partnership in 2025, after bringing on long-short ... |
| | | | GCQ Funds Management has recruited a new distribution director, hiring from Ausbil Investment Management. Dimitri Giannaras joins as a distribution director, responsible for managing the firm's relationships with advisory groups in New South Wales ... |
| | | | ... appointment follows a series of strategic hires, including deputy chief financial officer Travis Goudie, head of distribution James Waterworth, and head of self-directed clients John Iliakopoulos. Baker said: "La Trobe Financial's disciplined approach ... |
| | | | ... provide a 75% co-investment with the remainder of the asset to be acquired by MA managed fund. The fund will target a distribution yield of 8% and total return of 13% per annum over its forecast five-year term, MA Financial said. Under the deal, MA Financial ... |
| | | | ... thoroughly assessed for potential and actual conflicts across the relevant stakeholders involved in the operation and distribution of investment options. Better practices that APRA identified included due diligence assessments that specifically address ... |
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