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Showing 10041 - 10050 of 22150 results for "Tim"

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
The delegator, the validator, and the self-directed - when it comes to managing personal wealth, research from NAB shows Australians continue to fall into one of three key investor personas. The delegator - knows the importance of managing their wealth ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Shaw and Partners added eight new separately managed account strategies in response to growing client demand for access to a greater number of asset classes. Since launching SMA solutions in August last year with the introduction of the Hybrid Income ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... representing our profession, we certainly have a lot to be proud of," he added. Further, Zurich Life and Investments chief executive Tim Bailey praised the exceptional calibre of this year's finalists, recognising them as the advisers and businesses ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
AMP will strengthen its goals-based financial advice capabilities through a partnership with a US advice business, collectively working to develop a new wealth management operating system and share intellectual property. As per a formalised partnership ...

Wall Street interrupted

BENJAMIN ONG  |  TUESDAY, 12 SEP 2017
It's back to business as usual on Wall Street. The sum of all fears - well, nearly all - many investors braced for didn't quite add up. US equities, the yield on 10-year US Treasuries and the US dollar, they all fell down last week as investors feared ...

Xenophon team introduce unpaid super Bill

KARREN VERGARA  |  MONDAY, 11 SEP 2017
A Bill that's aligning super guarantee payments to the wage cycle, abolishing the monthly $450 threshold, and granting the Fair Work Ombudsman greater power to recoup unpaid super has been introduced in Parliament. Rebekha Sharkie, federal member for ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
Centrepoint Alliance is ramping up its distribution strategy with two promotions and a senior appointment. Cameron Cogle joins as a management consultant overseeing teams across New South Wales, Victoria and Tasmania. He previously held general manager ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
AMP backed online investment service Macrovue is continuing its growth with the appointment of two executives. Sriram Seshadri, formerly an associate director with Macquarie Group and a senior developer with Goldman Sachs, will join as Macrovue's chief ...

Boutique investment manager continues retail trend

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
A Sydney-based boutique investment manager is joining the shift towards an increasingly sophisticated retail market, launching a retail class of its flagship concentrated global equities fund. Avenir Capital will make the Avenir Global Fund accessible ...

Currency trend is not our friend

BENJAMIN ONG  |  MONDAY, 11 SEP 2017
Only one thing is certain about floating exchange rates, they float...up and down. A currency's direction would be easier to predict if, and only if, it does not stir up reactions in the macro-economy and central bank policy responses. Take for example ...