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Showing 12031 - 12040 of 29100 results for "PRI"

Research exposes adviser pricing models

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
Financial advisers are only achieving 13.5% in earnings - way below 35% targets, proving there is more confusion and curiosity about adviser pricing models than ever, preliminary results from Elixir Consulting research found. The study examined six ...

J.P. Morgan appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
J.P. Morgan's local chief executive Rob Priestley has stepped down after 15 years in the top spot. Head of global investment banking Paul Uren will replace Priestley as chief executive for J.P. Morgan Australia and New Zealand. Priestley joined the ...

ASIC bans former Avestra directors

ALEX BURKE  |  WEDNESDAY, 17 MAY 2017
Former directors of Avestra Asset Management have been banned from providing financial services for 10 years. Paul Rowles and Clayton Dempsey were found by the Federal Court to have engaged in multiple contraventions of the Corporations Act. These included ...

Bennelong's BennBridge opens its doors

JAMIE WILLIAMSON  |  WEDNESDAY, 17 MAY 2017
Bennelong Funds Management's named the leadership team heading up its recently launched London-based subsidiary. Established in November 2016, BennBridge is led by chief operating officer Greg Thomas who was formerly the managing director of Visium ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
The number of boutique funds under the Bennelong Funds Management umbrella is expanding, with three asset management experts partnering to create a new business focused on retirees. Bennelong has teamed up with Alastair MacLeod, Sam Jacob and Andrew ...

Myer Family lures NAB executive

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
Private wealth firm Myer Family Company is welcoming its new head of New South Wales operations. Joining Myer Family Company is Nicholas Lipscombe. He has about 20 years' experience in international banking across private, institutional and corporate ...

MYOB co-founder sells $62m Xero stake for charity

ALEX BURKE  |  TUESDAY, 16 MAY 2017
The founder of global accounting firm MYOB and Xero's second-largest individual shareholder is gradually reducing his Xero holdings to fund philanthropic activity. Through his private charitable trust Givia, Craig Winkler has reduced Xero shareholding ...

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
An industry superannuation fund appointed two directors to its board, continuing its customer-centred focus on strategy, innovation and technology. Deirdre Wroth, a banking and wealth management executive with 28 years of experience, has been appointed ...

TH Real Estate expands Australian operations

KARREN VERGARA  |  MONDAY, 15 MAY 2017
Global real estate investment manager TH Real Estate is expanding its Australian footprint by creating a new investment analyst role. Based in Sydney, Lisa Peng joins as an investment analyst responsible for research and financial analysis across the ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
Futuro Financial Services clients can now access a range of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with ...