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Showing 1271 - 1280 of 3717 results for "Melbourne"

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... client-facing roles include: Victoria Cougan (Dedicated Customer Support team) Steve Davis (Enterprise Sales Executive - Melbourne) Robbie Koorey (Enterprise Sales Manager - Sydney)

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Brisbane-based advice firm Dolphinwise was the semester one winner. Reuben Zelwer, owner of Adapt Wealth Management in Melbourne, won the Future2 Community Service Award for educating and empowering those experiencing personal and financial hardship ...

DomaCom signs key 10-year partnership

ALEX BURKE  |  TUESDAY, 21 NOV 2017
... residential property market." This news follows DomaCom retiring Perpetual Trust Services as responsible entity, appointing Melbourne Securities Corporation (MSC) in its stead. Perpetual will remain as custodian. "We believe that this will be a key driver ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... be using managed portfolios in some form. Speaking in a panel session at the Morningstar investment strategy day in Melbourne, Entwistle said technology will also improve the customisation for both financial advisers and clients. "It's an immature market ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment strategy day in Melbourne, Kevin Clifford - chairman and chief executive of North American distribution at American Funds, a part of Capital Group ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... was named Fund of the Year at the annual Rainmaker SelectingSuper Awards. Alongside industry leaders at a ceremony in Melbourne this morning, AustralianSuper was recognised for its standout performance in delivering value to members, underpinned by top ...

Males dominate ASX200 top job

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... remains the hub of the major companies, with almost half (47%) located in the Sydney metro area. The rest are based in Melbourne (27%), Brisbane (9%), Perth (9%) and Adelaide (3%). Only eight companies are based internationally in North America, New ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne, managing director Jamie Wickham revealed 51% of the firm's investment management client base has opted for full disclosure. ...

Australian business conditions gone gangbusters

BENJAMIN ONG  |  WEDNESDAY, 15 NOV 2017
... of expansion has also slowed to a reading of 53.2 in October from 54.7 in the previous month. Just in... the Westpac-Melbourne Institute consumer sentiment index fell back to levels where pessimists again outnumber optimists, down to a reading of 99.7 ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... service and team work. Mourant is based at the wealth management and advice firm's Sydney office; it also has offices in Melbourne, Brisbane and Hong Kong. Portfolio manager Michael Frearson recently spoke to Financial Standard about the outperformance ...