POWERED BY MOMENTUM MEDIA
BUSINESS DEVELOPMENT MANAGER
Financial planning
Hedge Funds of Australia (HFA) is set to expand its presence in the financial services market, with a plan to open its funds to the Australian institutional market....
Financial planning
Australian Unity is shrugging off the loss of its NSW state manager, a BDM in Queensland and its well-respected property expert, Paul Noonan, who was responsible for prop...
Financial planning
Perpetual Investments has rewarded two of its best performing business development managers with promotions following another raft of management changes which have accomp...
Financial planning
Rural Funds Management (RFM) is to launch an agribusiness investment that will be the first to offer investors a choice of crops to invest in....
Financial planning
Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...
Financial planning
The Australian Stock Exchange (ASX) has recognised financial planner’s increased interest in direct investments and is stepping in to assist with improving knowledge....
Financial planning
Marisa Broome set out to create a totally online financial planning service in Australia. Kate Kachor reports on her progress towards that goal....
Financial planning
Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...
Financial planning
At first glance Marisa Broome’s office looks more like a tastefully furnished meeting room than a place of work. ...
Financial planning
Professional Investment Services plans to list on the Australian Stock Exchange (ASX) before the end of the next financial year....
People & Products
Former AMP corporate superannuation boss Grahame Evans has been recruited to head up Professional Investment Services’ recently formed consolidator group Professional Acc...
Financial planning
Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....
Financial planning
Fiducian Portfolio Services has restructured its senior executive team following its recent listing on the ASX....
Financial planning
When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...
Financial planning
BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...