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Showing 91 - 100 of 186 results for "Heath"

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...

AMP Capital strengthens US infrastructure debt team

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
AMP Capital has appointed a vice-president to its New York-based infrastructure debt team. Adam Heath joined the investment manager earlier this month with the primary responsibility of origination and execution of infrastructure debt investments in ...

Tasplan and RBF merger confirmed

KERRIE SYDEE  |  WEDNESDAY, 20 JUL 2016
... resigned from the RBF board and will join the new Tasplan board on 12 August. Former Tasplan board members Tony Stacey and Nick Heath have resigned from the board. "Until we progress the merger further, we won't know exactly what the merged fund will ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

TAL appoints GM Health Services

KERRIE SYDEE  |  WEDNESDAY, 18 MAY 2016
... synergy between health and life insurance will continue to strengthen and Phillips will be pivotal in the evolving of TAL's Heath Sense: Fit for Life proposition. "The life insurance sector clearly has a role to play in encouraging and rewarding healthy ...

Financial Sector Advisory Council back in action

DARREN SNYDER  |  MONDAY, 9 MAY 2016
The Financial Sector Advisory Council has been reconstructed with new appointments and a mandate to advise the federal government on regulator performance as well as its implementation of the Financial System Inquiry (FSI). The rebuilt Council will ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
Ibbotson Associates Australia has announced it will rebrand under its parent company. From July 1, Ibbotson will be renamed Morningstar Investment Management Australia, a move that Ibbotson managing director Chris Galloway said is a "further step in ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
Non-aligned wealth manager Infocus is launching a direct-to-consumer financial advice solution in May that will incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. ...

Morningstar appoints head of sales and distribution

MARK SMITH  |  MONDAY, 1 FEB 2016
In her new role, Heather Dawson oversees Morningstar's sales and distribution efforts in Australia and New Zealand. Dawson has more than 20 years' experience in business leadership roles in the financial services industry in Australia and the United ...