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Showing 1291 - 1300 of 2974 results for "Phil"

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
HLB Mann Judd wealth management partner Jonathan Philpot said advisers should review wealth building strategies as the common tactic of investing savings in the name of the lower income-earning spouse once a mortgage has been paid off. This can have ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...

Global investment group enters Australia via local partnership

ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
A global investment manager headquartered in London and Dubai, which specialises in bespoke strategies for sophisticated investors, is entering the Australian institutional market with the help of a local representative. The Entrepreneur's Investment ...

Centuria acquires Government headquarters

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
Property group Centuria has acquired a building in Geelong and announced its chief executive of unlisted property funds will take on greater responsibilities following a management restructure late last year. Its subsidiary, Centuria Property Funds ...

New ETF to combat gender inequity

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
UBS has launched an exchange traded fund supporting companies actively progressing gender equality in the workplace. The Global Gender Equality UCITS ETF is the latest addition to the suite of impact investment products offered by UBS. It will invest ...

TAL forms medical advisory board

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Life insurer TAL has formed a specialist board to strengthen its in-house health and medical capabilities. The Specialist Advisory Board comprises medical experts who advise on cardiology, respiratory conditions, neurology, oncology, endocrinology ...

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite. Vontobel Asset Management will run an emerging markets debt mandate ...

Former SMSF Association chief joins CEFC board

KARREN VERGARA  |  MONDAY, 8 JAN 2018
A former Self-Managed Superannuation Fund Association chief executive will join the Clean Energy Finance Corporation board on February 1. Minister for the Environment and Energy Josh Frydenberg and Minister for Finance Mathias Corman announced Andrea ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... into why three of its members entered into enforceable undertakings with ASIC in as many days. While AFA chief executive Phil Kewin said he would not discuss the circumstances of individual members, he did confirm that the association would look into ...