The financial planning arm of diversified financial services provider Aon Australia has recruited a new head of operations.
David Plant began his tenure at Aon in late May, following his departure from Axa Australia, where he was sales and business manager. Pierre Kraft, Aon Australia managing director wealth management, financial planning and protection, said Plant was experienced in “creating business solutions for advisers and sales coaching”. He said Plant would run a programs office and steer broad business initiatives aiming to “build the advice capability back into Aon”. “We need an ‘implementor’,” Kraft said. “We need to understand how to help [advisers] become more efficient in the delivery of advice, and to match the right clients with the right adviser.”
aiming, implementor, kraft, clients, advisers, aon”, adviser, build, capability, initiatives, delivery, match
Investments
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.






Leave a Comment
You must be logged in to post a comment.