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Showing 41 - 50 of 186 results for "IFA"

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
A $2.1 billion boutique asset manager has appointed a distribution professional who will focus on family offices as the firm continues to expand its team. Warakirri Asset Management is welcoming Stuart Devlin to its Melbourne office. In the newly-created ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
A financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
The former acting chief executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... the new product coincides with Contango recruiting a new distribution team focusing on the independent financial adviser (IFA) market, which follows the company previously reducing its headcount as part of a relocation from Melbourne to Sydney in April. ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... delivering best outcomes to their clients." "The reputation of our MDA Service is continuing to make positive inroads into the IFA and wealth management market. We are experiencing an uptake in firms implementing an MDA option within their business." ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... manager of distribution Christopher Blaxland-Walker said: "As a business, we are focused on expanding our presence in the IFA market and continuing to grow our market share in both life insurance and wealth management. The business continues to grow ...

Link signs two industry funds, eyes UK pension admin

DARREN SNYDER  |  FRIDAY, 2 MAR 2018
Fund administration giant Link Group is sizing its opportunity to enter the UK pension market following the successful acquisition of Capita Asset Services and continued growth across the global business. Come 30 June 2018, about half of Link's revenue ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... ClearView, Williamson was a strategic accounts business development manager at MLC, a business development manager for the IFA market at CommInsure and a senior financial adviser at CBA. In her new role, she will work with ClearVIew's product, operations ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from universal banks as a threat. The data analytics firm highlighted ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... was responsible for designing and implementing the regional sales strategy, and servicing advisers across the aligned and IFA networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) ...