DISTRIBUTION

People & Products

Former abrdn head of wholesale, Con Koromilas, has been appointed to Infinity Asset Management. ...

People & Products

Fund manager Invesco has promoted Jonathon Crook to managing director, head of client relations across Australia and New Zealand....

People & Products

Martin Morris, chief distribution officer at Praemium, has departed the firm after seven years. ...

People & Products

Laura Mitchell has exited abrdn after more than 12 years, moving over to Atrium as sales manager. ...

People & Products

Former MLC head of distribution, Rob Dassie, has returned to the firm in the financial advice arm of its life insurance business. ...

Funds management

Fund managers can no longer shy away from the distribution challenge, according to Calastone, and should develop a way to target consumers without the need for an adviser...

People & Products

Fraser Herd, former managing director of employed advice at AMP, has been appointed distribution manager at Pengana for the NSW region....

People & Products

Pinnacle has announced the retirement of executive director Adrian Whittingham after 15 years, having been a key investor since the firm was in its early stages....

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People & Products

Former Investors Mutual head of retail, Wayne McGauley, has joined specialist income manager Wheelhouse Partners. ...

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People & Products

Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years....

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Funds management

Fidante Partners and specialist asset manager Impax Asset Management have signed a distribution agreement in Australia and New Zealand. ...

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People & Products

Harry Moore has been appointed to the role to help develop stronger global relationships as part of shake-up of the firm’s leadership....

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People & Products

LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...

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Funds management

Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....

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Policy & Regulation

Durand Oliver has been appointed as distribution manager to the independent platform provider....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 2 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago