Zurich boosts retail risk team

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Zurich Financial Services Australia (Zurich) has appointed Mrs Kristen Lennis-Harvey to the role of National Key Account Manager, Retail Risk. Mrs Lennis-Harvey joins Zurich from CommInsure where she held the... Read more continue reading

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... Read more continue reading

‘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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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 &... Read more continue reading

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... Read more continue reading