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

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

Govt unveils education standards board

11-Apr-2017

The federal government has unveiled its Financial Adviser Standards and Ethics Authority (FASEA) board to oversee the implementation of the advice industry’s new professional standards. The board will be chaire.. Read More

NAB appoints new MLC Super chief executive

10-Apr-2017

National Australia Bank (NAB) has announced the appointment of long-time employee Matthew Lawrance as chief executive of the bank’s superannuation arm, MLC Super. Before his appointment, Lawrance was the e.. Read More

Two new practices expand Elders network

05-Apr-2017

Elders Financial Planning (EFP) has expanded its network by welcoming two new advice practices to its dealer group. The group yesterday said Queensland-based Enlighten Wealth Management had become the fourth pra.. Read More

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