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| | | ... will work with around 290 private clients nationally, said Davies. "The aim is to give clients of Patersons and other advisers access to fixed income expertise and products, providing a greatly expanded set of investing opportunities," he said. "ASX ... |
| | | | AMP Financial Services has created a new role to cater for independent financial advisers and alliance partners, recruiting Dan Powell, formerly at ING Australia, to the position. Powell has more than 20 years experience in the financial services industry. ... |
| | | | ... experience in the financial services industry and held overall responsibility for Commonwealth Financial Planning's 750 advisers. He was a director of Commonwealth Financial Planning Limited and sat on the executive committee of Colonial First State. ... |
| | | | ... staff currently working with Investstone Wealth Management, including managing director Ian Murdoch and 11 financial advisers, will join Lachlan Partners as part of the acquisition. In addition to its recent expansion, Lachlan Partners has also appointed ... |
| | | | ... heart and axed trail and built-in commission in all its products - relying instead on performance fees to remunerate advisers. Justin Beeton, managing director of the Sydney headquartered investment firm, cut trail and built-in products across its product ... |
| | | | ... charge of the national phone-based financial advice centre, paraplanning services and the management of the financial advisers in Victoria and regional offices to be established in South Australia, Western Australia, Northern Territory and Tasmania. ... |
| | | | Self managed super fund (SMSF) service provider, Cavendish Superannuation has released an online portal for advisers that provides fund information, pension statements, trust deeds and amendments. Peter Cocks, national relationships manager at Cavendish ... |
| | | | ... Pender will be working in partnership with sales manager Cyprien Nguyen, providing assistance and support to a panel of advisers with a life risk focus. Prior to joining Asteron Pender had a number of years of sales experience in a range of industries ... |
| | | | ... existing fund managers have been dropped. The $2.4 billion fund's review, through its investment consultant JANA Investment Advisers, resulted in the fund dropping its investment mandate with LSV and awarding a $70 million initial allocation to Northcape ... |
| | | | ... validation of quoted premiums a vital step in the process. "There is an increasing focus on business efficiencies for advisers, so I'm sure this improvement will be very well received," said Marc Fabris, strategic marketing manager of life risk at Zurich. ... |
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