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Showing 41 - 50 of 199 results for "IFA"

MMC acquires super fund administrator

KARREN VERGARA  |  MONDAY, 15 FEB 2021
A boutique superannuation administrator has been acquired by Kiwi firm MMC in a move to expand its presence in Australia. MMC is now the owner of Brisbane-based IFAA Group after it first bought a stake in March 2020 of nearly 50%. The total consideration ...

AMP Capital names new executive

ELIZA BAVIN  |  WEDNESDAY, 3 FEB 2021
... Capital. AMP Capital managing director Australia Marsha Beck said the company continues to focus on building its presence in the IFA market. "Our heritage in real assets and deep experience across public markets are of particular interest to advisers ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... business. The launch of La Vista Licensee Solutions two years ago was flagged by ClearView as part of its strategic focus on the IFA market. The company says 31 self-licensed practices have joined La Vista for licensing and back office infrastructure ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
A former Pengana Capital national sales manager for private banking and wealth has found his feet after moving to sunny Queensland, landing a new role as the head of distribution at two boutique funds management companies. Alex Keen has nabbed the role ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment Manager's IFA survey, Natixis found financial professionals expect the stock market to post merely modest declines for the year, with continued ...

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 ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
A former Australian Unity Investments head of distribution has been appointed to the executive leadership of a funds management research house. Active fund information source Australian Fund Monitors has appointed Damen Purcell as chief operating officer ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...

Challenger general manager jumps to boutique

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
It's reunion time at Yarra Capital Management, as Challenger's general manager of national accounts, research and platforms joins the team to work with an old colleague. Yarra Capital Management has hired Rommel Hacopian as a distribution manager ...

Small administrator eyes large funds

HARRISON WORLEY  |  MONDAY, 9 MAR 2020
Brisbane-based superannuation administrator IFAA is ready to broaden its focus beyond the mostly small and medium super funds it typically serves, as the addition of a new shareholder bolsters the firm. Almost half of the equity in Brisbane-based superannuation ...