Lloyd to step down from Perpetual

21-Nov-2017

Perpetual chief executive Geoff Lloyd would step down in mid-2018 after more than five years in the role, the fund manager announced yesterday. In a statement, the company said Lloyd had timed his exit from Perp.. Read More

New advice framework to enhance trust

13-Oct-2017

The Association of Financial Advisers (AFA) has launched a new industry framework around the incoming professional standards laws that has been designed in consultation with more than 500 financial advice industry st.. Read More

Taylor wins AFA newcomer award

12-Oct-2017

Mia Taylor of boutique advice firm Evalesco Financial Services has been named as the 2017 winner of the Association of Financial Advisers Rising Star Award. The award, sponsored by ANZ Wealth, was launched in 20.. Read More

Zenith, Macrovue make new hires

05-Oct-2017

Investment research provider Zenith has recruited former Legg Mason marketing manager Anthony Pesutto to head the company’s marketing and communications efforts. In this new role, Pesutto will be responsi.. Read More

NAB FP recruits from AMP, ANZ

28-Sep-2017

National Australia Bank’s (NAB) salaried advice division has appointed a former head of professional development at ANZ and a former AMP head of adviser distribution to its regional management team. In a s.. Read More

Aust Ethical, Janus Henderson make new hires

25-Sep-2017

Michael Monaghan has been appointed to the board of wealth manager Australian Ethical Investments as a non-executive director. Monaghan has more than 30 years’ experience in investment, consulting and lead.. Read More

Elders recruits ex-Hillross adviser

19-Sep-2017

Elders Financial Planning (EFP) has on-boarded its nineteenth practice, adding former Hillross Launceston adviser Wayne Fenton to the group Fenton will play a key role in Elders’ newly established Launces.. Read More

CFM to open Australian office

14-Sep-2017

Alternative investment manager Capital Fund Management (CFM) will open an office in Australia next year, with aims to further build out its local retail business. Addressing a media lunch in Sydney yesterday, C.. Read More

SSGA nabs BTFG manager

13-Sep-2017

State Street Global Advisors has appointed a former national partnership manager for BT Financial Group (BTFG) as its new head of SPDR exchange-traded funds (ETF) for Australia. In a statement, the asset manager.. Read More

BT advice GM steps down

12-Sep-2017

BT Financial Group’s general manager of advice would step down at the end of 2017, the company confirmed yesterday. Mark Spiers, who has been in the role for nine years, began his career at BT in 2004 havi.. Read More

Centrepoint distribution hires to focus on growth

12-Sep-2017

Financial services firm Centrepoint Alliance has grown its distribution team to focus on assisting and recruiting high-performing advisory firms. Former Bridgeport Financial Services general manager Cameron Cogl.. Read More

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