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Showing 111 - 120 of 186 results for "Head of Advice"

Legg Mason appoints Sydney head from UBS

ALEX BURKE | MONDAY, 27 MAR 2017

... team from UBS Wealth Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head ...

Senior hires at REST

KARREN VERGARA | WEDNESDAY, 22 MAR 2017

... State Global Asset Management, Perpetual, Plum Financial Services and Deutsche Bank. Deborah Potts is now REST's head of advice and education and will lead the member solutions, advice and education delivery team. She was previously REST's national manager ...

New head of advice for industry fund

JAMIE WILLIAMSON | FRIDAY, 10 MAR 2017

The Australian Catholic Superannuation and Retirement Fund welcomed a new head of financial advice. Tim Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian ...

Ignition Wealth appoints head of advice

ALEX BURKE | MONDAY, 6 FEB 2017

Ignition Wealth partnered with an XPLAN specialist to launch a new consultancy division, appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. ...

Centrepoint driving adviser efficiencies

DARREN SNYDER | FRIDAY, 16 DEC 2016

... solutions are designed to simplify an adviser's work, making their business more economical and efficient. Centrepoint head of advice services Karen Machovsky told Financial Standard the solution does not fully automate processes, but outsources part ...

Centrepoint unveils new client interface

KERRIE SYDEE | MONDAY, 7 NOV 2016

... been designed to help advisers deliver a positive client experience in an efficient, compliant and engaging way. Head of advice services at Centrepoint Paul Cullen said: "Advice firms are struggling to invest sufficient resources to provide their clients ...

Cbus partners for phone-based advice

ALEX BURKE | THURSDAY, 27 OCT 2016

... advice that is being generated using state of the art cloud based technology from a trustworthy provider." Cbus head of advice and retirement Greg Harper also commented, saying: "We were looking for simple and efficient software solutions that aligned ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE | TUESDAY, 18 OCT 2016

AdviceIQ has appointed a consultant to the AdviceIQ and PortolioIQ boards to help lead and develop the two businesses. Paul Harding-Davis will join the companies to provide governance and management support. In addition he will also be actively working ...

LGS appoints new board director

JAMIE WILLIAMSON | THURSDAY, 1 SEP 2016

... wish him all the best in his future endeavours," he said. Earlier this year LGS also appointed Andrew Dunkerley as head of advice as part of its ongoing strategy to grow the take-up of financial advice among members by developing its financial planning ...

Spring FG CEO steps down temporarily

JAMIE WILLIAMSON | WEDNESDAY, 31 AUG 2016

... chief executive to reduce managing director Keith Cullen's workload while he recovers from recent surgery. Current head of advice services Frank Paul has taken on the interim role, having previous leadership experience as founder and managing director ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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