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Showing 1451 - 1460 of 3289 results for "Smith"

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
Financial advisers imbued with the most trust by their clients are better qualified and more experienced than their counterparts, according to research by the Beddoes Institute. The data and benchmarking company analysed thousands of client ratings ...

Standard Life Investments names head of new infra debt team

MARK SMITH  |  TUESDAY, 7 OCT 2014
Standard Life Investments has named the person to head of its new infrastructure debt team in its London office. Former head of project finance (public sector) at Nationwide Building Society Jeremy Allcock will lead the team and assume responsibility ...

Young adults know very little about super

MARK SMITH  |  TUESDAY, 7 OCT 2014
Young adults are 'unengaged' by and 'uninterested' in superannuation and most show no knowledge of even the most basic facts. That's according to a new survey of nearly a thousand 25-34 year olds by the Centre for International Finance and Regulation ...

MyState Financial becomes MyState Bank

MARK SMITH  |  TUESDAY, 7 OCT 2014
Listed banking and wealth management group MyState Limited has changed the name of its Tasmanian-based banking subsidiary, MyState Financial, to MyState Bank, following approval from the Australian Prudential Regulation Authority (APRA). The company ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers. The acquisition, which was completed recently following ...

Findex close to acquiring Crowe Howarth

MARK SMITH  |  TUESDAY, 7 OCT 2014
Findex and Crowe Howarth have entered into a share implementation agreement under which Findex proposes to acquire all the shares of Crowe Howarth for $137 million. The deal is yet to be approved by shareholders but under the terms of the proposed transaction ...

JP Morgan AM rejigs Asia Pacific management team

MARK SMITH  |  FRIDAY, 3 OCT 2014
JP Morgan Asset Management has handed Asia Pacific chief executive Jed Laskowitz responsibility for co-managing the group's new global investment solutions business. He will be supported in this new role by Michael O'Brien who is currently head of the ...

ANZ Wealth research manager departs

MARK SMITH  |  FRIDAY, 3 OCT 2014
ANZ Wealth research manager Jason Coggins has left the company after serving just over three and a half years. Coggins was responsible for the delivery of research services across ANZ Wealth and its aligned advice businesses; RI Advice, FSP, millenium3 ...

BNY Mellon parts ways with investment strategist

MARK SMITH  |  FRIDAY, 3 OCT 2014
BNY Mellon Investment Management vice president of intermediary relationships and investment strategist Brigette Leckie has left the business, a spokesperson has confirmed. Leckie joined the company in July 2012 and was responsible for the expansion ...

Innovation to drive 2014 AFA Conference

MARK SMITH  |  THURSDAY, 2 OCT 2014
The upcoming Association of Financial Advisers (AFA) National Conference is looking into the industry's post-FoFA future and focusing this year's event on the theme of innovation. With the regulatory environment all but finalised, the tagline for the ...