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Advance Asset Management appoints head of product

... Keryn Farrell as head of product. Farrell will be responsible for ensuring the continuation of Advance's development and marketing of a range of products. Working with Advance for over six years as head of operations, Farrell has worked closely with ...

FPA adds marketing man and banker to Board

... commencing as current CEO, Kerrie Kelly, prepares for her departure. Bruce Foy, an investment banker, and Rob Gerrand, a marketing consultant, will replace Kathryn Greiner and David Elsum who stepped down in December. FPA Chairman, Corrina Dieters, said ...

Use structured products to complement private equity investing: Absolute Capital

... asset is sold. Deon Joubert, group managing director of structured products specialist Absolute Capital, said, "We are marketing CDO equity products to complement private equity exposures clients may have. It can take 3-4 years to get private equity ...

ING appoints sales manager for employer superannuation drive

... large corporates and SMEs, winning the major accounts of Visy and sanofi-aventis. ING's executive director of sales and marketing, Dan Powell, said, "I'm delighted to welcome someone with the outstanding sales record and extensive hands-on expertise ...

Vanguard appoints head of marketing Australia

Vanguard has announced the appointment of a new head of marketing in Australia. Colin Bold assumes responsibility for brand, marketing strategy and implementation and reports to the head of retail, Robin Bowerman. "Colin brings over 16 years' experience ...

And the award goes to Asgard, Macq and CFS First Choice

... management, portfolio management, product management and practice management. As for the other categories, AMP ranked first in marketing services, Macquarie Wrap in general platform features, Navigator in transactional capabilities and netwealth in capabilities ...

Challenger welcomes back S&P four stars

... him focusing on client management. "Another factor is that in the last 18 months Peter Greentree has moved away from a marketing role that had him liaising with clients, to actually focusing on his role in portfolio and money management."

Westpac launches zero monthly fee account

... how they are tracking and whether they are on target," said Tim Harrington, Westpac's general manager in product and marketing. The new product replaces the existing Basic account and is an outcome of the group's 2005 Stakeholder Impact Report which ...

Managers chase offshore bonds

... those funds but when we looked closely, their return objectives were slightly different," said Alicia Gee, the group's marketing and communications manager. In the report, van Eyk suggests that diversified income funds are ideal for "conservative or ...

Tis the season to be jolly and to spend: AXA

... more generous than their counterparts in the UK, Canada and Germany. Adrian Emery, AXA's general manager of sales and marketing, said there is also a trend towards buying 'lifestyle and experience' gifts. "Rather than a food processor or mobile phone ...

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Renato Mota takes on new board position

ELIZA BAVIN

Renato Mota has joined the board of a $14 billion super fund along with another financial services stalwart.

Aegon AM gears up to take on local bond managers

MICHELLE BALTAZAR

Aegon Asset Management is close to launching its first Australian fund, months after the US$446 billion manager unveiled plans to enter the tightly contested local bond market.

MLC slips global shares into neutral, hits gas on alternatives

RIDDHIMA TALWANI

MLC has pulled its global and emerging-market equity positions back to neutral, while continuing to deploy capital into alternatives.

North Americans bargain hunt Down Under: Report

KARREN VERGARA

North Americans' merger and acquisition (M&A) appetite for Australian companies will only intensify in 2027 as they chase undervalued assets, according to a new report.

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MAX: Marketing, Advertising and Sales Excellence Awards | Highlights 2026

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Pocket investment guides featuring adviser case studies and a glossary.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Fiona Macgregor

GROUP CHIEF EXECUTIVE AND MANAGING DIRECTOR
TAL LIMITED

Fiona Macgregor has risen through the ranks at TAL, taking the top job in 2024, but her life was touched by the insurance sector long before her tenure with the life insurer began. Eliza Bavin writes.

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