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Showing 1 - 10 of 24 results for "Adviser engagement"

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... she will oversee operational strategy and execution across the business, while focusing on service delivery, adviser engagement, technology-enabled efficiency and scalable growth. As head of adviser services, West supported more than 750 financial advisers ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... initiatives and continued progress in simplifying our operating model," Wamsteker added. "Together with sustained HNW adviser engagement we have a clear pathway to improved operating leverage into FY27."

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... growth and partnerships Natalie Jarvis said Smith will further strengthen the fund's adviser proposition. "As adviser engagement continues to grow, it's critical we invest in deep technical capability that advisers can rely on," she said. "Troy brings ...

HUB24 hires head of retail distribution

VINNY VUCAGO  |  FRIDAY, 8 MAY 2026
... distribution. Taggart joins HUB24 with more than a decade of senior leadership experience across distribution, adviser engagement and strategic growth roles within financial services. Most recently, he served as a general manager of distribution and ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Implemented Portfolios, and Perpetual Investments. At Federation, she was responsible for distribution and adviser engagement across the firm's investment strategies. Rozis was one of two senior hires made by Federation late last year, as the private ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... portfolios business "Vijay brings exceptional leadership and deep industry experience that will help us strengthen adviser engagement and accelerate growth nationally. Clint's return adds invaluable expertise in investment communication and client ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... new role, Cameron Spittle will oversee all aspects of the business, including strategic direction, national adviser engagement, as well as ensuring excellence in investment, operations and technology capabilities. The firm, which now manages a range ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
... Rozis has a decade of experience in funds management and platform distribution and will be responsible for adviser engagement and distribution. Prior to joining Federation, Rozis has worked in sales roles at Colonial First State, Implemented Portfolios ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... delivering outstanding service and insight to our investors." A specialist in retirement income solutions and adviser engagement, Philips has built a strong reputation for helping advisers construct resilient client investment strategies and navigate ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... transition for clients while deepening the organisations' expertise across governance, investment research, and adviser engagement. Ascalon chief executive Aubrey Roga described the deal as a marker of the firm's ongoing commitment to leadership, sustainability ...
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