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Showing 121 - 130 of 189 results for "Ipac"

AXA appoints FMs to drive income

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
... Sachs/JBWere will look after the hybrids portfolio. All managers will work on AXA's Income Generator, which is being overseen by ipac. The multi-asset portfolio aims to provide high annual income with incremental capital growth. Jeff Rogers, chief investment ...

Ipac buys stake in risk firm

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
Financial planning dealer group, ipac, has bought a 40 per cent equity stake in Australian Financial Risk Management (AFRM), a business with more than 2,000 in-force policies representing $10 million in premiums. This deal represents the first time ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
... adviser [due to the changes] because it's been a gradual move," he said. AXA has more than 1,600 financial planners across ipac, Genesys Wealth Advisers, Jigsaw, Charter and AXA Financial Planning.

AMP hires senior portfolio

COMPANY RELEASE  |  TUESDAY, 4 MAY 2010
AMP Capital Investors has appointed former ipac senior investment manager, Van Athukorala, to the newly-created role of senior portfolio manager, Future Directions Funds. Athukorala will focus on large and small cap Australian equities and international ...

NAB a step closer to buying AXA

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... wealth management and insurance businesses (including the Australian mature business). This includes the advice businesses of ipac, Genesys, AXA Financial Planning and Charter Financial Planning. NAB will be able to use the AXA trademark in Australia ...

Can an outsider transform ipac financial planning?

MICHELLE BALTAZAR  |  TUESDAY, 30 MAR 2010
... executive help lead a $5.5 billion financial planning business? That's the question advisers asked when financial planning group ipac appointed former American Express executive, Libby Roy, as the new head of its advice arm. Roy will join the company ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
... responsible for advice delivery and business development across Tynan MacKenzie's six national practices. Previously, he worked at IPAC Securities. Meanwhile, Trent Daly was appointed senior private client adviser in Queensland. Daly has more than 17 ...

Mortgage trust managers have lots of questions to answer

JOHN KAVANAGH  |  FRIDAY, 19 FEB 2010
... not able to get general agreement. This has not helped the industry's cause. The national manager of advice development at Ipac Financial Planning, John Dani, says his group is not recommending investment in any mortgage trusts at the moment, due to ...

Manion leaves ipac

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
Sally Manion, head of ipac Financial Planning is leaving the firm next month while an executive search is underway for a new general manager ipac Financial Planning. In an email to ipac's equity partners, Neil Swindells, ipac chief executive, said Manion ...

IMCA adds five new directors

IMCA ANNOUNCEMENT  |  WEDNESDAY, 13 JAN 2010
... director at Russell Investments; Janice Sengupta, principal at AON Consulting and Jeff Rogers, chief investment officer at IPAC. "It's a very exciting time for IMCA and we warmly welcome all of our new Board Members. They bring new skills and ideas and ...