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Showing 21 - 30 of 122 results for %22IFA market%22

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

Challenger general manager jumps to boutique

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... Yarra said in a statement. In his new role, Hacopian will focus on Yarra's strategies' distribution in the retail market, servicing national dealer groups, platforms, retail investment consultants and independent financial advisers. He joins ...

Small administrator eyes large funds

HARRISON WORLEY  |  MONDAY, 9 MAR 2020
... "Investing in the IFAA Group provides MMC with the opportunity to leverage our core technology platform, NeXus, into a new market," MMC managing director Tom Reiher said. "This will provide the Australian business with a superior technology solution ...

Perennial adds to team

KANIKA SOOD  |  THURSDAY, 30 JAN 2020
... "[She will also look after] mid-tier IFAs who are looking to build their own portfolios, which is a growing part of the market," Farfan told Financial Standard. In a second hire, Perennial has added David Redford-Bell as an investment specialist to work ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
... Templeton Investment's head of IFAs and family offices to build key relationships in the Australian private wealth market in September. Warakirri is a 25-year-old boutique that has worked with superannuation funds in investing large-sized investments ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... its Melbourne office. In the newly-created role, Devlin will develop key relationships in the Australian private wealth market, acting as Warrakiri's head of family office and independent financial advisers (IFAs). In his most recent role, Devlin ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
The former acting chief executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... the new product coincides with Contango recruiting a new distribution team focusing on the independent financial adviser (IFA) market, which follows the company previously reducing its headcount as part of a relocation from Melbourne to Sydney in April. ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... delivering best outcomes to their clients." "The reputation of our MDA Service is continuing to make positive inroads into the IFA and wealth management market. We are experiencing an uptake in firms implementing an MDA option within their business." ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... manager of distribution Christopher Blaxland-Walker said: "As a business, we are focused on expanding our presence in the IFA market and continuing to grow our market share in both life insurance and wealth management. The business continues to grow ...