New approach needed to solve cash conundrum

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As record-low interest rates punish cash returns, innovative protected retirement strategies are emerging as a new defensive solution for retirees, states Allianz Retire+. Key points: Term deposit rates have fallen... Read more continue reading

Zenith boosts business development team with new hire

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Zenith Investment Partners has appointed James Curnow to the position of business development manager, responsible for growing the investment consultancy’s managed accounts footprint in NSW and the ACT. Based in... Read more continue reading

Dynamic Asset continues to build supporters as COVID drives managed accounts surge

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Leading Australian portfolio manager Dynamic Asset Consulting has announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset managed account and investment management solution to... Read more continue reading

Steve Lawrence appointed Executive Director of Lending at Pallas Capital

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Pallas Capital has announced the appointment of Steve Lawrence as Executive Director of Lending. Steve will lead Pallas Capital’s growing lending team as the business continues its trajectory of rapid... Read more continue reading

Milford expands Australian team with three senior appointments

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Specialist investment firm Milford Asset Management (Milford) has announced the appointments of Murray Pell, Head of Wholesale Distribution, Brad Mackay, Regional Manager, Queensland, and Rachael Satchell, Business Development Manager, Queensland.... Read more continue reading

Russell Investments makes additions to senior leadership team

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Russell Investments, a leading global investment solutions firm, has announced that Kate El-Hillow has joined as Global Chief Investment Officer, and Kevin Klingert has been hired as President. El-Hillow, who... Read more continue reading

Hejaz launches Australia’s first Islamic-specialist financial adviser network

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In an Australian first, Hejaz Financial Services, Australia’s leading diversified provider of Islamic financial products and services, has announced the launch of the Hejaz Financial Advisers network dedicated to advising... Read more continue reading

AZ NGA expands QLD footprint with two more deals

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Azimut-backed professional services utility, AZ Next Generation Advisory (AZ NGA) has completed its 17th transaction in Queensland, bringing its national total to 79. The group’s acquisition of the recently rebranded... Read more continue reading

Crestone Wealth Management announces growth in South Australian market

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Crestone Wealth Management (Crestone) has underpinned its expansion into the South Australian (SA) market with the appointment of an experienced and local team of investment professionals. Crestone’s bolstered SA presence,... Read more continue reading

StrategyOne joins Count Financial

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Count Financial Limited (Count Financial) has announced the appointment of StrategyOne Advice Network Pty Ltd (StrategyOne) as the latest firm to join its national advice network. The appointment continues the... Read more continue reading