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Showing 131 - 140 of 363 results for "ASC"

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Former Ascalon head joins boutique firm

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Blue Quay Investment Management has strengthened its leadership team, appointing a former Ascalon executive. Rob Lance, most recently head of Australia for Ascalon, has taken on the role of principal, sales and strategy at Blue Quay. With more than ...

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
BT Financial Group's cash earnings contribution to Westpac has fallen by 4% to $876 million in the past year, indicating an increasing pressure on the big four banks' wealth management divisions. Cash earnings for BTFG's funds management division dropped ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded ...

M&A activity impacted by politics

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
Macquarie Group and Deloitte led the financial adviser merger and acquisition deal count in Australasia during the first half of 2016, according to the latest Mergermarket data. Both firms recorded 14 deals in the six months to 1 July, followed by Goldman ...

New portfolio manager for IOOF

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016

Regal FM appoints Macquarie vet

ALEX BURKE  |  WEDNESDAY, 8 JUN 2016
Regal Funds Management has appointed a new portfolio manager. Craig Collie joins Regal FM from Macquarie Bank, where he was lead healthcare equity analyst. Prior to that, he was a project leader at the Boston Consulting Group and a physician with NSW ...

TPB calls for submissions on practical guidance info

KERRIE SYDEE  |  THURSDAY, 26 MAY 2016
The Tax Practitioners Board (TPB) has called on stakeholders to provide feedback on four new draft information sheets that provide practical guidance on how the Code of Professional Conduct (the Code) applies to tax (financial) advisers. In a bid to ...

Listed and direct real estate show correlation

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
Both listed and direct real estate should be considered in an investment portfolio as the correlation between returns, diversification and volatility are similar over the long term. This is the view presented in a recent AMP Capital white paper. The ...

Ascot Securities appoints head of private wealth

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
Ascot Securities has added to its investment team with the appointment of the head of its private wealth division. Evan McQuire was appointed to the role as part of Ascot Securities' expansion and growth program and will be responsible for pursuing ...