Fortnum gears up for growth with new appointments

From

Fortnum Private Wealth, has recruited former National Manager, Practice Advice at BT Financial Group, Kerry Thomas to the newly created position of Head of Advice, as the licensee continues to strengthen its professional advice framework. Ms Thomas, who has over 15 years of financial services experience, will report to Joel Taylor, Managing Director of Fortnum […]

continue reading

AFA opens nominations for 2017 Excellence in Education Award

From

The Association of Financial Advisers (AFA) has begun its 2017 search to recognise and reward financial advisers who demonstrate dedicated professionalism and outstanding commitment to lifelong learning, with nominations for the tenth AFA Excellence in Education Award (the Award) now open. AFA General Manager Member Services, Partnerships & Campus AFA, Nick Hakes said, “We are […]

continue reading

Proposed Carnell banking changes a boon for borrowers

From

“The Carnell Report into banking practices should provide small business owners with a fairer, more equal relationship with their banks, if changes are accepted. The mooted changes would give clear timeframes on changing the terms and conditions of a banking arrangement. “Borrowers/business owners will only benefit if they obtain proper advice to help them take […]

continue reading

Accountants and planners’ expectations continues to fuel sale and exit inertia says Paul Tynan

From

Mature age accountants and financial planners are continuing to defer the sale of their practices in the erroneous expectation that their business will attract a higher price amongst a growing pool of prospective buyers said Connect Financial Service Brokers (Connect) founder Paul Tynan. Commenting further, Paul Tynan confirmed that over the summer break, he had […]

continue reading

High calibre Melbourne advisers join Fitzpatricks’ national network

From

Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner and principal advisor, Chris Giaouris, says he built Chronos Private in 2016 in order to focus on a more client-centric and evidence-based advice approach. “I […]

continue reading

PIMCO Australia Launches ESG Global Bond Fund

From

PIMCO, a leading global investment management firm, has launched a dedicated Environmental, Social and Governance (ESG) investment platform globally, offering fixed income solutions to investors seeking attractive returns while making a positive social impact. As part of this platform, the PIMCO ESG Global Bond Fund has been launched in Australia. The Fund, which marks PIMCO’s […]

continue reading

Synchron goes national

From

Synchron has appointed Sheridan Wright as its South Australia/Northern Territory State Manager in a move which will make Synchron a truly national licensee. In making the announcement, Synchron Director Don Trapnell said the appointment means Synchron is now one of the very few licensees with manager representation in every state of Australia. “Our expansion clearly […]

continue reading

Atrium bolsters investment management team following strong business expansion

From

Atrium Investment Management (Atrium) has expanded its capability with three new investment team members. Brendan Paul takes the role of Senior Portfolio Manager and David Toohey has been appointed as Head of Risk & Quantitative Research. Raechel Strong also joins as an Investment Analyst. The new roles arrive on the back of recent growth for […]

continue reading

Vanguard Australia makes senior appointments within Distribution team

From

Vanguard Australia has announced management appointments in its Distribution division, which reflect its continued investment in business growth and service of an increasing number of intermediary, institutional and retail clients. Vanguard Australia Head of Distribution, Matthew Lumsden, said that the revised structure for the company’s distribution leadership team comprises divisional heads for Institutional, Intermediary, Client […]

continue reading

Factor investing strategies gain momentum with Australian superannuation investors

From

Global implementation specialist Parametric has announced that it has exceeded its global assets under management of A$250 billion as of February 2017, partly due to Australian superannuation funds increasingly adopting and recognising the Parametric after-tax and implementation efficiency philosophy. Chris Briant, chief executive officer, Parametric Australia says: “The Australian superannuation landscape and investment strategies have […]

continue reading