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Showing 111 - 120 of 228 results for %22Alliance Wealth%22

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime will ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
ASX-listed advice group Centrepoint Alliance created a new chief investment officer role, appointing a former Citigroup executive in the process. The new CIO, Toby Lewis, was previously Citigroup's head of investment advisory and research. He oversaw ...

Still unsure about POTUS 45

BENJAMIN ONG  |  MONDAY, 23 JAN 2017
... American people. This American carnage stops right here and stops right now. We've made other countries rich while the wealth, strength, and confidence of our country has disappeared over the horizon. From this moment on, it's going to be America first. ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

Centrepoint sells funding business for $20m

ALEX BURKE  |  TUESDAY, 20 DEC 2016
Centrepoint Alliance sold its Premium Funding business following a strategic review. The business has been sold to the Finance subsidiary of the Bank of Queensland for a total consideration of $20 million. BOQ said the business was appealing due to ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... as trends to look out for in the SMSF market in 2017. "Exchange traded managed funds, which we launched this year in alliance with BetaShares, replicate the investment strategies of existing AMP Capital managed funds but are able to be bought and sold ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... role. Prior to joining NAB he was chief executive officer of Keystone Partnership and has held roles with Centrepoint Alliance and Suncorp Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning ...

AIA CIO jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2016
AIA Australia's chief investment officer has joined a leading wealth management firm. Graeme Bibby will join Mutual Trust in the New Year, replacing current chief investment officer Tony Huntley. Prior to joining AIA Australia, Bibby was a senior consultant ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

Multi-asset fund launches on ASX

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... fund which is the brainchild of AMP Capital's Shane Oliver and Nader Naeimi is now trading on the ASX through the firm's alliance with BetaShares. The AMP Capital Dynamic Markets Fund (Hedge Fund) becomes the third active exchange-traded managed fund ...