BTFG platforms head to depart


BT Financial Group’s head of platforms will depart the wealth manager to pursue other opportunities, the company has confirmed. Kelly Power, who has been with Westpac Group since 2005, has been overseeing .. Read More

Elders recruits ex-Hillross adviser


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


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


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


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


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


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


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


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


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

Vanguard promotes while de Zwart exits


Global fund manager Vanguard has expanded its Australian quantitative equities team by recruiting two internal staffers to grow its local operations. Michael Roach has relocated from Vanguard’s US headqua.. Read More

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