Fitzpatricks makes new hire to support growth trajectory in client focused, professional advice services

From

Fitzpatricks Financial Group yesterday announced the appointment of senior financial services executive Mr. Anthony Vaiente in the role of Head of Business Growth. Mr. Vaiente’s appointment complements a vision to recruit... Read more continue reading

Nikko Asset Management adds senior management roles in global investment team

From

Three seasoned investment professionals are taking on expanded roles to bolster the global management capability of Nikko Asset Management’s investment team, the company announced last week. Roger Bridges, based in... Read more continue reading

Bennelong appoints National Account Manager

From

Bennelong Funds Management (Bennelong) has appointed Zac Wallis to the role of National Account Manager. The new role has been created to further strengthen the sales team and reinforce Bennelong’s... Read more continue reading

Findex agrees to acquire Crowe Horwath

From

The Findex group yesterday announced the proposed acquisition of Crowe Horwath Australasia Ltd at a price of $0.50 cents per share which, if successful, would ascribe an enterprise value around $200... Read more continue reading

New APRA data shows FSC member funds outperform industry funds

From

The first report on MySuper performance and fees released by APRA yesterday is a game changer for the way superannuation is reported, the Financial Services Council said. Andrew Bragg, FSC Director... Read more continue reading

ASIC and AFSA announce refreshed memorandum of understanding

From

Australian Financial Security Authority’s Chief Executive Veronique Ingram and Commissioner John Price of the Australian Securities and Investments Commission (ASIC) have announced the release of a new Memorandum of Understanding... Read more continue reading

Adviser demand for investment bonds prompts growth in Lifeplan BDM team

From

Lifeplan Funds Management has promoted Mr Greg Bird to the newly created role of national business development manager.  Lifeplan has created the position following increased demand from financial advisers for... Read more continue reading

Morningstar makes appointments to Australasian manager research team

From

Morningstar has appointed Daniel Cheang, CFA as a Senior Analyst, and Matthew Wu as an Analyst. They will be responsible for undertaking research on Australian and New Zealand managed funds, listed investment companies, and exchange-traded funds.... Read more continue reading

TAL appoints new Group CEO

From

Australia’s largest life insurer TAL yesterday announced the appointment of a new Group CEO from April 2015. TAL Chairman Duncan Boyle said: “It is with great pleasure that we announce the... Read more continue reading

Independent Statutory Advice Board is essential to regain trust

From

The Financial Services Council is advocating for the establishment of a statutory, independent, Advice Competency Standards Board (ACSB) for financial advisers to rebuild the trust of consumers in financial advice, John... Read more continue reading