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Showing 11 - 20 of 77 results for "Adviser Distribution"

Industry fund in successor fund transfer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUN 2020
... superannuation administration Stephen Blood said Smartsave was also chosen as the apex fund for its significant adviser distribution base and reputation in the advice sector. Smartsave is also not aligned to any particular industry or profession. LESF ...

Allan Gray appoints head of adviser distribution

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
The asset manager has appointed a head of adviser distribution, amid changes to the team. LJ Collyer is moving into the role after 15 years with Allan Gray, most recently as the New South Wales state manager. Allan Gray has also appointed former state ...

Colonial First State appoints distribution lead

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... new addition to the company. He joined in March after leading BT Financial Group's 45-strong head of adviser distribution. The appointment puts him in CFS's leadership team. He moves into the role after long-standing distribution general manager ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... Management, prior to which he spent more than six years at Vanguard developing its retail intermediary business and adviser distribution team. Confirming the appointment, Partners Wealth Group managing director Mathew Cassidy told Financial Standard ...

Netwealth opens new office, grows team

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... positions across the platform, insurance and operation teams. Most recently, he was senior sales manager in adviser distribution for platforms and BT Life. Prior to that, he was business development manager at the company for 11 years. Netwealth joint ...

Colonial First State hires retail sales head

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... head of retail sales from BT Financial Group. Bryce Quirk was most recently BT Financial Group's head of adviser distribution platform where he led a national sales team of more than 45 people and the distribution efforts for BT Panorama. In his new ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... Morningstar. The manager also recently bid farewell to its chief executive. Morningstar's former head of adviser distribution Regan Van Berlo confirmed he joined Milford Asset Management in late 2018. Working out of Milford's Sydney office, Van Berlo ...

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A listed equities boutique fund manager has hired from BlackRock, as it expands adviser distribution ahead of its foray into private equity. Pengana Capital Group (ASX: PCG) appointed Ryan Crewe as a business development manager in a newly-created role. ...

Boutique equities manager raising $4 million

KANIKA SOOD  |  MONDAY, 6 AUG 2018
... head of wholesale sales and an executive manager from December 2007 to June 2016. He was also CBA's head of adviser distribution, investor sales from June 2014 to June 2016. He said Seer would incorporate sustainable, responsible and impact investing ...

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
BT Financial Group head of adviser distribution Jo Moxey is leaving her role to pursue another opportunity within Westpac. A BTFG spokesperson confirmed the move this morning and said the group is proposing further changes inside its adviser distribution ...