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Showing 1151 - 1160 of 2974 results for "Phil"

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
Australian Unity appointed a new head of research services for its financial advice business. Having served as a senior portfolio manager within Australian Unity's investment team, Ian Holliday will step into the new role on 1 November. He replaces ...

CFS strikes strategic distribution deal

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
Colonial First State entered a strategic alliance with a global investment manager that will see Australian investors gain access to a new global equities fund. CFS is partnering with Baillie Gifford to distribute the Baillie Gifford Long Term Global ...

BTFG expands tobacco divestment

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
BT Financial Group is expanding its divestment from tobacco and controversial weapons. The firm is extending its ESG exclusion framework to investment mandates for internally managed investments, saying customers demand sustainable investing that aligns ...

Macquarie boss joins climate change commission

KANIKA SOOD  |  WEDNESDAY, 17 OCT 2018
Macquarie's chief executive designate Shemara Wikramanayake has been named a commissioner for a global climate change initiative, alongside Bill Gates and Ban Ki-Moon. The Global Commission on Adaptation was launched at The Hague yesterday with ...

Charity comparator to launch premium service

KANIKA SOOD  |  MONDAY, 15 OCT 2018
A charity comparator website co-founded by a former Lonsec general manager is set to launch a premium vetting service for wealthy donors. The Impact Suite collects data on about 56,000 not-for-profits (NFP) and charities. The free version launched in ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... of the Year, while TWD Australia took home the Practice of the Year Award. In announcing the winners, AFA chief executive Phil Kewin described both Robertson and TWD Australia as true advocates of great advice and great client outcomes. Likewise, Zurich ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The Financial Planning Association has chosen a board member to chair its board. Marisa Broome will move into the role when current chair Neil Kendall's term concludes in November. She has worked in the financial services industry for over three decades ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
Australians need to experience financial advice first-hand to truly understand its financial, emotional and behavioural benefits. However, there are many issues hindering take-up. That is the underlying theme of the Association of Financial Advisers' ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... believe in and are passionate about our cause, which is delivering great advice to more Australian," AFA chief executive Phil Kewin said.

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... other, not compete because we do amazing things and are very privileged to be able to do what we do." AFA chief executive Phil Kewin described Powell as a truly inspiring individual and a worthy winner. "She has used her personal adversity to educate ...