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Showing 91 - 100 of 326 results for asc

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open. Celebrating its 10th year, the award recognises financial advisers who demonstrate professionalism and commitment to further ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry. The new RG146 Advice in Real Estate Course has been made available through ...

Prospectus lodged for ethically screened LIC

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Morphic Ethical Equities Fund Limited, the first ethically screened global equity listed investment company in over a decade, is undertaking an initial public offering of ordinary shares after lodging its prospectus with ASIC. The company, which provides ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Former Ascalon head joins boutique firm

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Blue Quay Investment Management has strengthened its leadership team, appointing a former Ascalon executive. Rob Lance, most recently head of Australia for Ascalon, has taken on the role of principal, sales and strategy at Blue Quay. With more than ...

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
BT Financial Group's cash earnings contribution to Westpac has fallen by 4% to $876 million in the past year, indicating an increasing pressure on the big four banks' wealth management divisions. Cash earnings for BTFG's funds management division dropped ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded ...

M&A activity impacted by politics

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
Macquarie Group and Deloitte led the financial adviser merger and acquisition deal count in Australasia during the first half of 2016, according to the latest Mergermarket data. Both firms recorded 14 deals in the six months to 1 July, followed by Goldman ...

New portfolio manager for IOOF

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016

Regal FM appoints Macquarie vet

ALEX BURKE  |  WEDNESDAY, 8 JUN 2016
Regal Funds Management has appointed a new portfolio manager. Craig Collie joins Regal FM from Macquarie Bank, where he was lead healthcare equity analyst. Prior to that, he was a project leader at the Boston Consulting Group and a physician with NSW ...