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Showing 1121 - 1130 of 2284 results for Alex Burke

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

IRESS to buy data provider for $14m, hire 118 staff

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
IRESS has entered into an agreement to acquire a South African market data and analytics provider. Subject to commercial arrangements, IRESS will acquire INET BFA for $14 million; the company is currently owned by publisher Media24. Following the purchase ...

EQT appointed RE to newly-launched asset manager

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
Equity Trustees has been appointed responsible entity to a newly-launched asset management business. EQT will now act as RE for MHOR Asset Management, the business co-founded by former Vocus Communications chief executive James Spenceley, who said ...

CBA pays $180,000 in penalties

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
Commonwealth Bank will pay $180,000 in penalties and write off $2.5 million in loan balances, following an internal review. The penalties will be paid following breaches of responsible lending laws in relation to overdraft facilities; CBA reported these ...

Unlicensed property investor jailed for six years

ALEX BURKE  |  TUESDAY, 13 SEP 2016
A property investor has been jailed for six years and three months following an ASIC investigation. Barry Patrick was sentenced by the County Court of Victoria, having been found guilty of three charges of obtaining property by deception, two charges ...

IFM appoints two business development directors

ALEX BURKE  |  TUESDAY, 13 SEP 2016
IFM Investors has appointed two business development directors for the North American region. Joe Tremblay joins IFM from Talara Capital Management, where he was director of marketing. He has also held roles at Alternative Access Capital and New Stream ...

ASIC accepts EU from Perth advice firm

ALEX BURKE  |  TUESDAY, 13 SEP 2016
ASIC has accepted an enforceable undertaking from a Perth financial advice firm. The regulator expressed concerns about compliance management at Neo Financial Solutions and has requested the group engage with an independent expert to assess these issues. ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ...

Pitcher Partners enters into joint venture

ALEX BURKE  |  MONDAY, 12 SEP 2016
Pitcher Partners has entered into a joint venture partnership with a risk specialist. The partnership with MBS Insurance, announced as Pitcher Partners Sydney Insurance Services, will provide specialist protection solutions to meet the bespoke insurance ...

PIMCO hiring for 20 new roles in Asia expansion

ALEX BURKE  |  MONDAY, 12 SEP 2016
PIMCO will hire over 20 new professionals in sales and marketing, operations, legal and compliance roles to facilitate its Asia Pacific expansion. Speaking to Financial Standard, PIMCO head of Asia Pacific Eric J. Mogelof said the region "continues ...