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Showing 31 - 40 of 314 results for "Retail Distribution"

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Wealth, Kathryn McDonald from Boutique Advisers and Cara Williams from Sufficient Funds. TAL general manager, retail distribution, Niall McConville said: "Now in its 10th year, the Female Excellence in Advice award continues to recognise outstanding ...

GSFM names key account manager

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... role of key account manager for New South Wales. Koolman will be based in Sydney and report to GSFM head of retail distribution Stephen Fletcher. In the new role, he will oversee client relationships and be responsible for managing existing clients ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... for those that receive it, and more cost-effective for those that provide it. MLC Life general manager for retail distribution partnerships Michael Downey said successive and ongoing regulation of risk advice is leaving too many Australians without protection ...

Yarra Capital appoints institutional, intermediary leads

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
... Goldman Sachs Asset Management's Australia-focused investments business, for more than four as head of retail distribution. He also has experience in business development at Colonial First State. Meanwhile, Rommel Hacopian has been promoted to head ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... strong emotions from clients, alongside the processes and requirements of life insurers. TAL general manager of retail distribution Niall McConville said the claims experience is most effective when insurers, advisers, and clients all work together. ...

Value Partners makes key regional appointment

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... brings close to two decades' experience in financial services and was previously the group's head of Hong Kong, retail distribution. He has been with Value Partners since 2015 and was previously vice president at BlackRock Asset Management, North Asia ...

GSFM promotes, hires in distribution team

CHLOE WALKER  |  MONDAY, 11 JUL 2022
... continue to be responsible for the Queensland intermediary market, and will report to Stephen Fletcher, head of retail distribution. Taylor has also previously worked at Credit Suisse Asset Management, Skandia and Macquarie Bank, where he started his ...

Challenger restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
... time, she has also held the roles of chief executive, distribution, product and marketing and acting head of retail distribution. Thanking Murphy for her tenure, Hamilton said: "She has delivered great outcomes for both our customers and shareholders ...

Remembering Steve Williams

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... head of intermediary sales for more than 11 years, and also held the role of regional manager and co-head of retail distribution over the years. Williams is well regarded in the financial adviser community, having worked in the space for more than 30 ...

Schroders private wealth sales lead in new role

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... individuals, super funds and other large institutions. At HMC, Boyd will be focused on growing the group's retail distribution capability. He will join in June. HMC has made several noteworthy hires recently, including appointing former GPT Group head ...