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Showing 111 - 120 of 210 results for "Independent Financial Adviser"

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
Yellow Brick Road (YBR) has rebranded its funds management business under the new name 'Smarter Money Investments Pty Ltd' (SMI). The rebranding also coincides with the launch of a new fixed income fund, Smarter Money Higher Income Fund, which focuses ...

Arnhem IM appoints senior BDM

LAURA MILLAN  |  FRIDAY, 19 SEP 2014
Arnhem Investment Management has appointed a senior business development manager to work with the manager's distributor, BNP Paribas Investment Partners. Samuel Stobart started at Arnhem in late August and will also look after existing institutional ...

Netwealth grows distribution team with new hires

LAURA MILLAN  |  WEDNESDAY, 17 SEP 2014
Record flows from independent financial advice firms have driven growth in netwealth's distribution team, which has recently added five senior positions. Paul Yates and Carine Grassy will be based in Sydney and servicing New South Wales and the Australian ...

AAP offers PI insurance for independent advisers

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Centrepoint-owned Associated Advisory Practices (AAP) is offering a professional indemnity (PI) insurance product tailored for independent financial advisers. The solution was launched earlier this year and since then average renewal premiums have lowered ...

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
HUB24 has acquired an independent dealer group with 20 financial advice practices across Australia and more than $2.5 billion in funds under advice. The Paragem buyout will be completed over the next few weeks and is subject to satisfaction of the acquisition ...

Retirement innovation deadlock continues

JAMES FERNYHOUGH  |  MONDAY, 30 JUN 2014
Impediments to the development of innovative retirement products as an alternative to the account-based pension show no signs of lifting, despite industry consensus that such innovation is necessary. MetLife's recent decision to drop its hybrid annuity-style ...

Prepare for the 'financial Amazon': Joye

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
Online financial supermarkets akin to Amazon are the future of financial services distribution, according to YBR Funds Management's Christopher Joye. Speaking at the Financial Standard MAX forum in Sydney yesterday, Joye said there was a surprisingly ...

MetLife head of retirement products departs

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
MetLife's head of retirement products Ashvin Arora has left MetLife after the retirement product he designed, MetLife Max, was discontinued after just two months. MetLife confirmed that Arora had left, but gave no reason for his sudden departure. A ...

Getting ideas across to SMSFs the first battle: AMP

JAMES FERNYHOUGH  |  FRIDAY, 13 JUN 2014
Distributing ideas to self-managed super funds (SMSF) is the first challenge for product providers looking to crack this inaccessible market, according to AMP Capital portfolio manager for infrastructure Perry Lucas. Lucas, who manages AMP Capital's ...

First transaction takes place on ASX mFund service

MARK SMITH, ALICE URIBE  |  THURSDAY, 8 MAY 2014
... providers and other distributors of financial services, such as administration service providers and independent financial adviser groups. mFund products are unlisted and not traded between investors on the market, but will be settled directly with fund ...