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Showing 1221 - 1230 of 2927 results for "Phil"

Australian Ethical appoints new executive

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... roles with J.P. Morgan, AXA and the NRMA. Commenting on the appointments, Australian Ethical Investment managing director Phil Vernon said the business' clear purpose and value-aligned investments is attracting top talent. "We are a purpose-driven business ...

Chief economist update: Next move in rates will likely be up, but it's not certain

BENJAMIN ONG  |  WEDNESDAY, 7 MAR 2018
"You may have noticed that at yesterday's meeting, the Reserve Bank Board left the cash rate unchanged at 1.5%, where it has been since August 2016." This is what RBA Governor Philip Lowe told his audience at the Australian Financial Review Business ...

Good Super partners for Dump Trump investment option

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... fixed income options. OpenInvest was founded by former Bridgewater technology associate Conor Murray, Deliveroo co-founder Phil Wei and ex-World Wildlife Fund senior program officer Joshua Levin. Levin said the company is "using technology to bring honesty ...

Xero appoints former Microsoft Australia chief

ALEX BURKE  |  MONDAY, 5 MAR 2018
Xero has named its new chief executive, succeeding founder Rod Drury. Steve Vamos will take the reins at Xero on April 1. Vamos is the former chief executive of Microsoft Australia and New Zealand as well as Asia-Pacific managing director at Apple. ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...

Watermark LIC chair resigns to launch new business

ALEX BURKE  |  THURSDAY, 1 MAR 2018
The chair of the Watermark Global Leaders Fund (WGF) listed investment company is stepping down from his duties to avoid conflicts associated with the launch of a new asset management business. Rohan Hedley also cited increased commitments associated ...

EQT names manager for major philanthropy client

ALEX BURKE  |  THURSDAY, 1 MAR 2018
Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ...

Legg Mason affiliate divests tobacco, cluster bombs

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
A Legg Mason affiliate is divesting investments linked to tobacco and cluster munitions in its fixed income strategies. Western Asset is removing these investments in the Legg Mason Western Asset Global Bond Fund and Legg Mason Western Asset Australian ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... higher contribution caps prior to the 1 July changes. SuperConcepts executive manager, technical and strategic solutions, Phil La Greca said equities benefitted most from that cash injection with trustees seeking higher returns in the last quarter. Over ...