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Daily news for financial services professionals
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
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
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
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
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
Clearview appoints ex-AIA underwriter
06-Sep-2017
Listed financial services company Clearview has appointed a former AIA Australia state underwriting manager as its new chief underwriter. In a statement, the group said the appointment of Warren Page to the posi.. Read More
New recruits boost Implemented Portfolios
05-Sep-2017
Independent managed account specialist Implemented Portfolios has recruited two new staff to boost its sales and portfolio management functions. Natasha Daniels, whose previous experience includes roles at West.. Read More
Howes leads KPMG wealth reshuffle
04-Sep-2017
KPMG’s superannuation practice head Paul Howes has been unveiled as the company’s head of wealth management in an internal reshuffle that will see incumbent John Teer moving to take up a new role as chief.. Read More
Moneysoft partners with Investfit, Xeppo
25-Aug-2017
Fintech provider Moneysoft has integrated its cashflow service with goals-based digital advice provider Investfit and software data connector Xeppo. The two partnerships would allow financial services providers to .. Read More
