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Showing 51 - 60 of 199 results for "IFA"

Perennial adds to team

KANIKA SOOD  |  THURSDAY, 30 JAN 2020
Multi-boutique Perennial Value Management has hired from QIC for its Queensland business, while also appointing a new head of researcher and consultant relationships. Marjon Crandall will look after Perennial's relationships with fund ratings houses ...

UniSuper awards fixed income mandate

KANIKA SOOD  |  FRIDAY, 18 JAN 2019
... investors, which came mainly through the independent financial adviser channel. "We have raised our retail capital through the IFA world rather than go to individual investors," he said. "But we are now looking at opening dealer group distribution." ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
The $2 billion Melbourne boutique is looking to raise at least $100 million for a new agricultural fund targeted at high-net-worth individuals, family offices and not-for-profit organisations. Warakirri Asset Management's new diversified agricultural ...

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 ...