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Showing 31 - 40 of 142 results for "BDM"

NSW adviser banned for 25 years

KANIKA SOOD | TUESDAY, 22 JAN 2019

... not document client investments adequately. The Court declined to order the winding up of a third company related to Miller (BDM Asia Pacific Pty Ltd, formerly known as CFS Corporation Pty Ltd) which ASIC had requested when it commenced court proceedings ...

ASIC drags NSW adviser to court

KANIKA SOOD | TUESDAY, 8 MAY 2018

... proceedings against Graeme Walter Miller and three related companies: CFS Private Wealth Pty Ltd, Combined Financial Solutions and BDM Asia Pacific Pty Ltd (formerly known as CFS Corporation Pty Ltd). ASIC said the adviser was a director of CFS Corporation. ...

Legg Mason hires national BDM

KARREN VERGARA | TUESDAY, 31 OCT 2017

Legg Mason appointed a new national business development manager to bolster its Sydney presence. Adam Muston joins from UBS Asset Management where he was the national sales manager of wholesale sales. Prior to joining UBS, he was an equity and derivative ...

No age limit on great advice

JAMIE WILLIAMSON | THURSDAY, 27 JUL 2017

... that are new to the market. After their dealer group, the first point of contact for an adviser is going to be an industry BDM, so I think they are hugely influential in encouraging and identifying our future rising stars," he said. He also said he is ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON | THURSDAY, 13 JUL 2017

... BT Wrap and Macquarie Wrap. HUB24 also achieved the highest client satisfaction in 16 of 24 categories assessed, including BDM support, online functionality, comprehensiveness of data feeds, and ease of use. "We are incredibly proud of this result. These ...

BT Financial Group wins Life Company of the Year

ALEX BURKE | FRIDAY, 10 MAR 2017

... and TAL was given the Service Quality award. Finally, Zurich won two Client Services Team awards for its underwriting and BDM/business support teams. Outgoing AFA chief executive Brad Fox said: "The AFA/SI Life Company of the Year Awards are based on ...

RARE appoints new state manager

JAMIE WILLIAMSON | WEDNESDAY, 30 NOV 2016

... RARE to drive and expand client relationships across boutique practices and key dealer groups. Most recently, Ahboo was a BDM for CommSec working exclusively with the IFA market and has also previously held senior roles with MLC and NAB Group. His background ...

Australian Unity appoints senior insto BDM

ALEX BURKE | THURSDAY, 27 OCT 2016

Australian Unity Funds Management has appointed a senior institutional business development manager. Boyd Lees joins Australian Unity from Citadel SPV, where he was a vice president - business development. He has also held senior roles at NAB, Pershing ...

Sunsuper continues push into adviser market

JAMIE WILLIAMSON | FRIDAY, 26 AUG 2016

Sunsuper has appointed two new business development managers (BDM) and launched an online portal for financial advisers. Alessandra Bertora and William Burke both joined the Queensland-based company last month, charged with "growing Sunsuper's membership ...

Vanguard makes senior hire from NAB Asset Servicing

ALEX BURKE | FRIDAY, 29 JUL 2016

... to that, he was an associate director and national key account manager at the same company, having previously been a senior BDM for institutional business at Asgard. He has also held roles at BT Financial Group and St George.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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