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Showing 431 - 440 of 4731 results for "distribution"

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
Mason Stevens has named a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... account administration issues. A further 1047 were around group life insurance, and 455 to do with death benefits distribution. The fresh data comes as Cbus is facing proceedings in the Federal Court over delays in paying death benefits. Datacube reveals ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... diversification by spreading risk across different countries, sectors, and asset classes. Further, CFS group executive, distribution Bryce Quirk added CFS Edge was designed with managed accounts at its core. "These new options give advisers and their ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... intensifying our efforts in the US, recognising substantial opportunities for expansion through enhanced offshore distribution. At the same time, our dedication to the Australian market remains unwavering, and Lucinda's dual-market expertise will ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... the rise in private ancillary funds (PAFs) - from 1315 to 2097 - has likely played a role in the more widespread distribution of funds across regions. The report also noted that the increase in state-level funding may be indicative of a greater focus ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

Small caps boutique merges with Conduit Group

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... enhance their offerings in both developed and emerging markets," they said. They said both firms will enhance their distribution capabilities in support of the merger, with the two parties to provide tailored investment strategies to clients. "This consolidation ...

New PGIM chief executive named

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... head of investment solutions for three years. He returned to Morgan Stanley in 2016 to serve as the global head of distribution and co-head of solutions and multi-strategy, investment management before his latest role. Prudential Financial head of international ...

Perpetual reveals new leadership structure

JAMIE WILLIAMSON  |  FRIDAY, 8 NOV 2024
... Perpetual is consolidating its international leadership team and moving to an international and domestic model for distribution. The asset management business will have a dedicated leadership team covering operations and people, distribution, finance ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
Fidelity International has made two key leadership appointments within its Australian distribution team. Lukasz de Pourbaix has been appointed head of strategic sales and solutions and Lauren Jackson head of wholesale sales. In this newly created role ...