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Showing 1221 - 1230 of 2812 results for "Advisory"

Suncorp chief executive steps down

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... accelerating our digital capability and in driving a customer-first culture," she said. Cameron will remain employed in an advisory capacity until August this year, following the release of Suncorp's full-year results. "Suncorp now has the digital ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
... than one third of clients plan to switch advisers. The adviser's reputation and servicing capabilities in areas such as advisory services, personal attention, quality, products and technology are also driving clients' urge to find the right relationship. ...

Frontier Advisors adds consultants

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
... Advisors is expanding its consulting team with two new hires from Mercer and Lonsec. In response to new business growth, the advisory firm will welcome Daniel Leslie and Adrian Hoe as consultants. Both will operate in Frontier Advisors' generalist investment ...

Insurtech Australia names new chief

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... as the organisation gears for growth in 2019. Yates joined Insurtech Australia as a member of the leadership team and advisory committee in April 2017. She was most recently Stone & Chalk head of corporate partnerships and insurtech lead, and prior to ...

Industry super fund appoints new chair

KARREN VERGARA  |  FRIDAY, 10 MAY 2019
... said. Hutton is currently the chair of the Australian Catholic University Queensland Chapter, Mary Aikenhead Education Advisory Council and Toowoomba Catholic Schools Council. Haddock was appointed ACSRF's chair in July 2010 and has been a director since ...

Pendal profits plunge, advisers remain positive

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... multi-manager mandates, Westpac's life company and managed accounts. Pendal also has a relationship with Viridan Advisory, which bought Westpac advisers earlier this year. "We recognise their [Viridian's] growth and some of our funds are already ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
... the divestment of Prime's minority equity interests in accounting firms. It will now focus on accounting and business advisory, and wealth management (including SMSFs). CountPlus chief executive Matthew Rowe said existing principals and management personnel ...

Tribeca partners for new fund, hires lead

KANIKA SOOD  |  MONDAY, 29 APR 2019
The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit. The Tribeca Vanda Asian Credit Fund will be managed by John Stover who joins from global multi-strategy hedge fund Farallon Capital. The fund ...

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... support advisors of a third-party Cetera Financial Group which is looking to buy select assets of the US brokerage and advisory business of Foresters Financial Services. Shawn Lytle, global head of Macquarie Investment Management and president of Delaware ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from May 1 ...