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| | | AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ... |
| | | | Equity Trustees has restructured its Corporate Trustee Services business, creating two senior management roles in the process. The new structure was designed to "strengthen our client support capabilities in key areas and place further emphasis on client ... |
| | | | Local Government Super has expanded its member-direct investment facility with 15 new exchange-traded funds. This brings the number of available ETFs to 28. Currently LGS uses ETFs from BetaShares, ETFS Metal Securities Australia, iShares, Market Vectors ... |
| | | | In her new role, Heather Dawson oversees Morningstar's sales and distribution efforts in Australia and New Zealand. Dawson has more than 20 years' experience in business leadership roles in the financial services industry in Australia and the United ... |
| | | | The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ... |
| | | | Media Super has doubled its investment in Australian film and television production through a revolving credit loan investment, reflecting confidence in the fund's unique finance model. Making the announcement at SCREEN FOREVER, Media Super chief executive ... |
| | | | Pengana hopes the new strategy it is offering through a partnership with the so-called Queen of Small Caps, Leah Zell's firm, Lizard Investors, resonates with investors as much as global mega-cap peers Magellan and Platinum. Pengana's director of distribution ... |
| | | | The 2015 Rainmaker SelectingSuper Awards will be held at the RACV Club in Melbourne on November 18. The awards recognise the best superannuation providers and industry leaders in Australia, and include the MySuper Product of the Year, Super Fund of ... |
| | | | In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ... |
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