Fund Awards: Distributor of the Year finalists revealed

The finalists for the hotly contested Professional Planner | Zenith Distributor of the Year have been announced.

Pinnacle Investment Management, Macquarie Professional Series and Fidante Partners are the three finalists for the award, which will be announced at a ceremony at the Ivy Ballroom on Friday, October 6.

Last year, Pinnacle took out the prestigious award for the first time. It was recognised for its suite of high-quality investment boutiques across a range of asset classes.

The three finalists for the coveted Fund Manager of the Year award, which was last year taken out by Bennelong, will be announced on the night.

The annual event sold out this year in record time.

Full coverage of the awards will run in Professional Planner’s November print edition and online.

The full list of finalists for the night is available here and here.

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‘CRMs probably die a slow death’: Netwealth CEO

‘CRMs probably die a slow death’: Netwealth CEO

Netwealth chief executive Matt Heine believes CRMs will “die a slow death” as their place in the advice process becomes redundant. But the head of the fast-growing platform is aware that licensees are eyeing tech capabilities and the potential control that can be regained over the advice process by being the proprietors of those services.

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