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Showing 1281 - 1290 of 2047 results for "Insight"

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
PM Capital has appointed a sales director for the Queensland region. James Noone was previously head of sales and marketing at Financial Advice Matters. Prior to that, he held a similar role at FTS Personal Advice, and has also worked at TAL, Aviva ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... in the role, Adam McCann announced he is stepping down and named Brown as his successor, saying she brings significant insight and expertise in marketing and social media engagement. "With the talent and enthusiasm that Jenny brings to the role of Australian ...

Boutiques actively proving value

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... management, outperforming benchmarks and non-boutique managers over three, five, seven and 10 years. According to the latest insight from Fidante Partners, boutique Australian equity managers have outperformed their benchmarks by 2.7% per annum after ...

New manager for Charter Hall fund

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A former senior executive at GIC Real Estate is the new fund manager for Charter Hall's Prime Office Fund. Following a formal recruitment process, Matthew Brown has been appointed to manage the $3.5 billion fund, leveraging his 20 years' experience ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... with the group's reinsurer to evolve its underwriting processes. He'll also develop adviser relationships and provide insight and direction on underwriting practices to underpin the group's growing insurance portfolios. Page is formerly AIA Australia's ...

CBA class action moves forward

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
... committee. Long-serving board member, Mohl, has extensive insurance-related experience and is providing valuable strategic insight to the bank undertakes a review of its life insurance business, CBA said. The bank also confirmed yesterday it will file ...

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years. The firm is focusing on meeting the needs of Australia's rapidly growing ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
The rise of the millennial self-managed superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent ...

Beware creative debt packaging: Robeco

KARREN VERGARA  |  FRIDAY, 1 SEP 2017
In this low volatility environment, it's important not to fall into the trap of chasing yields and creatively packaging debt again - reminiscent of the lead up to the Global Financial Crisis, a fixed income expert says. Robeco Singapore fixed income ...

Young Aussies driving sharemarket

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Younger Australians are developing a greater understanding of fundamental investment principles as record numbers of Generation Z and Y investors embrace domestic shares in order to build wealth. According to new insights from nabtrade, in the 12 months ...