Gap between what advisers provide and investors expect needs closing

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In the debate about adviser remuneration, not enough attention has been paid to improving the understanding of what clients can expect for their money, says Mr Philip Galagher, head of wealth management for Equity Trustees Limited (EQT). “It seems to me that there is a gap between what potential clients think they are going to […]

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‘Profits before people’ approach sounds alert for financial services industry

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While many financial services organisations have the best of intentions when it comes to their customers, too often they end up instead on the road to hell, says international consulting firm, EA Consulting Group. And poll figures taken at a Sydney breakfast forum held by EA Consulting Group in Sydney today bear this out, with […]

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Asgard to launch new platform

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Asgard today announced it will launch a significant new addition to the award-winning Asgard platform, which will target investors with lower balances or specific needs.  Infinity eWRAP, which will be available to advisers as soon as next month, will break with the traditional platform model by charging clients only for the features that they use. […]

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GBST named Women in Technology Employer of the Year 2011

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GBST, a global provider of technology to the financial services industry, has won the Women in Technology (WiT) Employer of Choice Award for 2011. WiT is the peak Queensland body for women working and studying in the technology and science industries, and the annual awards recognise outstanding women and employers in the industry. GBST won […]

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Australian Unity Investments prepares for future growth with new appointments

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To continue managing its expansion and following a period of solid growth, Australian Unity Investments (AUI) has restructured its business operations, including making several senior appointments.  As a result, Mr Stephen Alcorn has joined AUI as head of institutional, based in Sydney. Mr Alcorn has over 20 years financial services experience including business management and development, […]

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J.P. Morgan makes new appointments

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J.P. Morgan Treasury & Securities Services has appointed Patrick Fanning as Head of Transition Management for the firm’s Australia and New Zealand business. Fanning’s appointment is the latest addition to the bank’s growing Financing & Markets Products (“FMP”) division in Asia Pacific, following the recent announcement of Stewart Cowan as  Head of FMP for Australia, […]

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All Star Maple-Brown Abbott Listed Property Fund added to platforms

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Kate Mulligan, Managing Director of All Star Funds has announced today that the All Star Maple-Brown Abbott Listed Property Fund is now available on the BT Wrap, Navigator and Netwealth platforms. Stephen Nicholls, from Netwealth, said that the conservative approach of Maple-Brown Abbott (MBA) was a contributing factor in the decision to include the Fund […]

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AFS Group strengthens senior team with regional appointment

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Australian Financial Services Group Limited’s (AFS Group) Group CEO and Managing Director Peter Daly, has announced the appointment of Richard Liverpool to the position of Regional Manager for NSW & ACT. Although he fills the position recently made vacant by the AFS Group’s appointment of Meaghan Unsworth to the newly created role of Head of […]

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Wealth sector must spring into new strategic season

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Australia’s $1.5 trillion wealth management sector must recalibrate its thinking in order to meet unprecedented market volatility and challenges and loss of investor confidence in the wealth management industry.  Tria Managing Partner Andrew Baker urged sector players to remain positive about future opportunities, despite the industry experiencing tough market conditions – “perhaps the toughest we […]

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New Plan B CEO to drive company’s growth strategy

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Plan B Group Holdings (Plan B) has further signalled its commitment to new growth opportunities with the appointment of Mr Andrew Black as Chief Executive Officer. Mr Black joins the company at a critical juncture for the financial planning profession in Australia. Plan B’s client-focused heritage means the company is on a firm footing to […]

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