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Showing 1411 - 1420 of 3272 results for "Associate"

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Australians are unprepared for the impending intergenerational transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer ...

Funds SA fills two senior investment roles

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... take advantage of franking credit returns. Back in 2010, Matthew Kempton was appointed Frontier Investment Consulting's associate consultant. At that point, he had worked as a researcher for Industry Super Property Trust, where he was involved in strategy ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
The Royal Commission heard how Fair Work commissioner Donna McKenna received inappropriate financial advice from Sam Henderson, chief executive and senior financial adviser at Henderson Maxwell. McKenna sought financial advice from Henderson in late- ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... self-managed superannuation fund advice offering and implement a real-time reporting system. Hogg was most recently an associate partner of Crowe Horwath and has served in similar roles at Dixon Advisory and Deloitte Australia. Omniwealth chief commercial ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... also headed up its investment operations for a time. Prior to this, she spent many years at Blackrock, most notably as associate vice president - managed accounts. "We are delighted to welcome Megha to Netwealth given her extensive experience in operations ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
The latest research report from BT Financial Group highlights Australian millennials as most optimistic about their future, despite the rising costs of living. According to BT's research, millennials have bucked myths often associated with the generation ...

Government targeted for delaying Royal Commission

ALEX BURKE  |  FRIDAY, 20 APR 2018
The Turnbull Government's initial resistance to the Royal Commission was targeted by social media this week. Perhaps unsurprisingly, much of the criticism was leveled by Labor and Greens politicians - although the former Deputy Prime Minister also expressed ...

Sales director moves from Legg Mason

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... to an Australian-based global fund manager with more than $105 billion under management. Joining IFM Investors as an associate director in treasury services, debt investments is Justin Nunan. IFM said the hire reflected the ability of its treasury services ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
The number of advisers using non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers ...

Treat real estate agents like advisers: REIA

ALEX BURKE  |  TUESDAY, 17 APR 2018
Real estate agents should be treated like financial advisers and be directly remunerated by the real estate vendor, the Real Estate Institute of Australia advised in a Royal Commission submission. REIA president Malcolm Gunning noted a proliferation ...