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Showing 1 - 10 of 195 results for "IFA"

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... one time a director of the Australian Centre for the Moving Image (ACMI), president of the International Fiscal Association (IFA Australia), formerly a member of the Tax Advisory Board of the University of Melbourne Law Faculty and a visiting Fellow ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... he joins from Warakirri Asset Management. At the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth wholesale investors. He joined fund manager Warakirri ...

Ellerston Capital hires investment specialist

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... a national account manager to further strengthen its national distribution efforts. In this role, Salamon will oversee the IFA channel with a focus on growing FUM and widening Ellerston's adviser network. Salomon brings with her over 17 years of ...

Vale Greg Bright

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2024
... introduced several publications dedicated to the financial services industry. His titles included Ethical Investor, I &T News, IFA, Investor Supermarket, Investor Weekly, IO&C News, Master Funds Quarterly, Professional Planner, Super Review, and Top ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... supported by the move from commissions to annual fees, increase of clients per adviser, and need for advice increasing in the IFA space. During the period, Sequoia acquired Castle Corporate, Castle Legal, Clique Paraplanning, and Australian Business ...

Fiducian posts strong result, share price jumps

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... platforms for its financial advisers are now complemented by its offering for the external independent financial adviser (IFA) market. "We have proven the capability of our platform administration system which is comfortably coping with the different ...

NGS Super refreshes investment team, promotes three

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
NGS Super has revamped its investment team, creating a new deputy chief investment officer role and promoting two staffers within its ESG and responsible investment unit. Michael Mi was promoted to the newly created role of deputy chief investment officer. ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ...
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