Western Asset, IOOF make appointments

24-May-2017

Legg Mason fixed income specialist affiliate Western Asset has welcomed Jonathan Baird to the fold in the newly created role of investment specialist and client executive. Based in Melbourne, Baird will focus o.. Read More

Shaw and Partners appoints CIO

02-May-2017

Shaw and Partners has announced Martin Crabb as its new chief investment officer in an attempt to accelerate growth in the company’s product and service development. Crabb had overseen Shaw and Partners&r.. Read More

Lambert steps down as Countplus chairman

28-Apr-2017

Industry veteran and Countplus chairman Barry Lambert has retired after more than a decade in the role. Lambert, who flagged his intention to retire at last year’s annual general meeting, advised the Coun.. Read More

MLC, Infocus reveal new appointments

27-Apr-2017

MLC Life Insurance has announced the creation of four new business engagement manager roles (BEM), which the insurer said was an industry-first initiative that would help advisers better understand changing consumer .. Read More

Shift in-house sees Fortnum appoint Thomas

26-Apr-2017

Non-aligned dealer group Fortnum Private Wealth will bring a number of its compliance and audit functions in-house as a result of a restructure in which a former BT national manager has been appointed to the newly cr.. Read More

AdviserLogic joins forces with InterPrac

26-Apr-2017

InterPrac Financial Planning has signed a new agreement with software provider AdviserLogic to use its revenue management software, PayLogic. Under the agreement, AdviserLogic’s software would be used to p.. Read More

Fitzpatricks, Elders expand with new advisers

19-Apr-2017

Fitzpatricks Private Wealth has expanded its footprint with the addition of two Melbourne-based advisers to its national network. Chronos Private partner and principal adviser Chris Giaouris and Marasea Partners.. Read More

Ex Pillar boss joins Managed Accounts board

18-Apr-2017

The former chief executive of super administration provider Pillar has joined the board of listed managed discretionary account operator Managed Accounts Holdings Limited (MGP). In a statement, the group said Pe.. Read More

IOOF investment team promotes from within

18-Apr-2017

IOOF has promoted former strategy and international equities portfolio manager Stanley Yeo to the role of deputy chief investment officer, and will recruit an additional Australian equities portfolio manager to fill .. Read More

Synchron appoints ex-BT manager

12-Apr-2017

Non-aligned dealer group Synchron has recruited a former regional manager for BT Financial Group as its new state manager for South Australia and the Northern Territory. In a statement, the group confirmed Sheri.. Read More

Vanguard strengthens distribution team

11-Apr-2017

Vanguard has announced three new appointments within its distribution division as the company continues to invest in business growth and services to cater for intermediary, institutional and retail clients. Exis.. Read More