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Showing 101 - 110 of 653 results for "Kerri"

Perpetual appoints RE alternate director

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
The Trust Company (RE Services), part of Perpetual, has appointed an alternate director. Vicki Riggio was appointed as an alternate director of the Responsible Entity as of 1 November 2016. Riggio is currently general manager management services at ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ...

NZ Super Fund settles stake in Kiwibank

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
The NZ Super Fund and ACC have announced the settlement of an investment in Kiwi Group Holdings, the owner of the Kiwibank. NZ Super Fund has acquired a 25% stake from NZ Post for $263 million, while ACC has invested $231 million for a 22% stake. The ...

FirstChoice Alternatives adds new macro manager

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Colonial First State's FirstChoice Alternatives portfolio has added a new macro investment manager and hit a new funds under management milestone. London based discretionary macro manager H20 Asset Management was recently added to the portfolio, taking ...

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...

Morningstar multi-asset funds recommended

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Morningstar Investment Management's suite of multi-asset real return funds have received a 'Recommended' rating from Zenith Investment Partners. The real return funds are objective based multi-asset offerings that invest across a wide range of asset ...

HLB Mann Judd launches new advice arm

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Accounting and financial advice firm HLB Mann Judd Sydney has started its new debt advisory business. The new business is a joint venture with banking executive James Macfarlane, who has joined HLB Mann Judd as a director of HLB Debt Advisory. HLB Debt ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
In a world where markets are volatile and returns are low, the choice of investment products and underlying asset allocation has never been more important in achieving client goals. According to head of SPDR ETFs at State Street Global Advisors (SSGA) ...

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
ASIC has permanently banned a New South Wales financial adviser from providing financial services. Ashley Howard was banned after an investigation found he had engaged in dishonest conduct, maintained that trading he was conduction was authorised, provided ...