Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1441 - 1450 of 2284 results for Alex Burke

Milliman calls out "failures of diversification"

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
Milliman has criticised "typical" Australian balanced portfolios and a diversification approach to risk management. Noting that 60/40 balanced portfolios "experienced losses of 20% or more at the nadir of [the GFC]," Milliman's report said that this ...

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
Paradigm Group has appointed a new head of operations. Carsten Zuber joins Paradigm from Industry Fund Services, where he was the group's project manager. Prior to that, he was manager, wealth protection, then advice manager, at QInvest. Commenting ...

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
ASIC has permanently banned a former NAB adviser. Hardik Bhimani was a senior financial planning manager, then a senior financial planner, with NAB Financial Planning from April 2011 to November 2014. It was during this period that ASIC has now accused ...

Australians short-changing themselves with cash bias

ALEX BURKE  |  TUESDAY, 26 APR 2016
Too many Australians are prioritising term deposits and high interest savings accounts over superannuation, according to the BT Australian Financial Health Index. The survey revealed that 40% of respondents preferred cash-type investments, followed ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

Copia expands distribution team with Magellan hire

ALEX BURKE  |  FRIDAY, 22 APR 2016
Copia Investment Partners has appointed a new business development associate. Jacinta King has previously been a business development associate at Magellan. She was also program manager, communications at Forethought Research. Prior to this, she held ...

Lazard chief steps down after 15 years

ALEX BURKE  |  FRIDAY, 22 APR 2016
Lazard Asset Management's Australian chief executive and managing director has stepped down after 15 years at the company. Susan Roberts joined Lazard in 2001 as head of sales and relationship management, a role she held for five years. After that she ...

Frontier appoints capital markets analyst

ALEX BURKE  |  FRIDAY, 22 APR 2016
Frontier Advisors has appointed an analyst to its capital markets team. Cadence Ho joins Frontier in May having completed her Master of Economics at the University of Queensland. Prior to that, she was a product specialist at UOB Kay Hian Holdings in ...

IOOF boosts super team with VicSuper and First State Super vets

ALEX BURKE  |  THURSDAY, 21 APR 2016
IOOF has made two appointments to its employer super team. Stephen Chainey joins IOOF from VicSuper, where he was a senior business development manager. Prior to that, he held senior roles at LegalSuper, Delexian and Fusion5. At IOOF, he will take on ...