BUSINESS DEVELOPMENT MANAGER

Financial planning

The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...

Funds management

With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...

People & Products

Invesco Australia has appointed Gordon Glasfurd to the position of retail sales manager in NSW....

Financial planning

Technology firm Supercorp has launched an administration system called SuperVisor II, which it developed in conjunction with boutique dealer group Fiducian Group, to a wi...

Financial planning

Strategic Investments Australia has undergone an internal restructure, resulting in the promotion of Chris Lumby to chief executive officer....

Financial planning

HSBC Asset Management has expanded its business development team with two additions, continuing the group’s focus on strengthening its services to the Australian retail m...

Financial planning

UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...

Editorial

Financial planners can no longer afford to target clients by age and net-worth alone. NICOLE SZOLLOS investigates the demographics that matter....

Financial planning

Macquarie Financial Services has restructured its core adviser distribution team in an attempt to boost its level of service to independent financial advisers....

Financial planning

Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...

Financial planning

A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....

Financial planning

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

A Brisbane biotechnology company, CBio, is hoping to raise $5 million through financial planning groups as part of the first step towards commercialising a major research...

Financial planning

Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....

People & Products

Australian Skandia has hired what it calls the biggest business development team ever assembled by a new player in the retail market....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

1 day 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

21 hours 40 minutes ago

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...

18 hours 44 minutes ago