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Showing 101 - 110 of 210 results for "Independent Financial Adviser"

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
Boutique funds management firm NWQ Capital Management's Fiduciary Fund is now available on two major investment platforms, opening up the fund-of-hedge-fund (FOHF) vehicle to a greater number of financial advisers. The Fiduciary Fund has been added ...

Former politician joins fintech board

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
People seeking good financial advice don't need or want to be sold products along the way, according to a former federal politician and soon-to-be fintech board member. Joining the board of online automated adviser Map My Plan from 1 June will be former ...

Industry fund CEO joins MGP

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
The chief executive of an industry superannuation fund has joined the board of ASX-listed Managed Account Holdings (MGP) as an independent non-executive director. Joining MGP is Energy Industries Superannuation Scheme (EISS) chief executive Alex Hutchison. ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
Financial services platform provider Fiducian has flagged it will be targeting self-managed accounts in the next financial year, capitalising on the rise in SMAs being set up by independent financial advisers. Fiducian chief information officer Alan ...

Nikko AM grows distribution team

LAURA MILLAN  |  THURSDAY, 15 OCT 2015
Nikko Asset Management has grown its distribution team and hired two regional sales managers for New South Wales and Queensland. Lia Gunawan joins from the Australian Red Cross, where she was national business partnerships manager. She has also held ...

ASX builds fund supermarket

DARREN SNYDER  |  MONDAY, 10 AUG 2015
The Australian Securities Exchange (ASX) openly says one of its strategic priorities is to continue to build out an investment supermarket. Already among the supermarket aisles are about 380 fund products with more than $200 billion in market capitalisation ...

Nikko AM appoints head of private wealth

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
Nikko Asset Management Australia has appointed a head of private wealth to oversee the firm's relationships with independent financial advisers. Naomi Finnigan joins Nikko AM from Mason Stevens, where she was director of distribution and adviser services. ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
Lonsec Research will provide research to 2,800 financial planners following the acquisition of the iRate technology platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
Aligned advisers are finding large platforms slow to react to the changing environment, with some starting to "defect" and to small independent providers, AdviceInnovation members said. "People are beginning to defect. A couple years ago there wasn't ...

Pimco Australia wealth management head to step down

MARK SMITH  |  THURSDAY, 30 OCT 2014
Pimco Australia's head of global wealth management Peter Dorrian is leaving after eight years with the company. Dorrian joined Pimco in 2006 and led the company's entry into the Australian platform/retail market. "It's been a privilege to work with ...