InvestorWeb on recruiting spree
Online financial services group InvestorWeb has beefed up its commitment to financial planning software with the signing of former AM Corporation executive David Harley as chief operating officer of Visiplan.
Harley’s newly created position is one of nearly 10 new recruitments the group is to make by the end of the month.
InvestorWeb chief executive officer Otto Buttula says the appointments are part of the group’s re-focus on financial planning software, following last month’s split with its funds management arm, Investors Mutual.
“We have already recruited four people, with the plan to recruit five to six more,” Buttula says.
“Harley will be responsible for fully integrating [the Visiplan software] into the InvestorWeb group. He will also be responsible for the coordination of the Visiplan product, the web product, desktop product and the day to day operations,” he says.
At AM Corporation Harley was deputy general manager, technical and adviser services/national manager private fund services. He brings more than 22 years of planning experience to the InvestorWeb group.
Prior to AM Corporation, Harley worked with Sedgwick Noble Lowndes Financial Planning as its Queensland state manager. He has also worked in various financial planning roles within Advance Bank and Commonwealth Bank of Australia.
The InvestorWeb group bought Vision FPS, the creator of VisiPlan in June last year for $15 million.
Recommended for you
Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.
AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.
LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard.
