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Showing 131 - 140 of 211 results for %22LinkedIn%22

Arnhem portfolio manager departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... partner and portfolio manager Theo Maas has confirmed he is leaving the embattled fund manager, effective today. In a LinkedIn post, Maas wrote: "The time has come to look for new opportunities. I would like to thank you for your support and friendship ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... of CPD as their proof of ongoing learning, but unfortunately relying on CPD is unlikely to be enough," Fox said in a Linkedin post. Fox also drew attention to the fact that when the professional standards legislation was passed in 2017, a perception ...

Former ANZ GM joins NAB

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... deep understanding of business banking will ensure we continue to deliver a great customer experience," Healy said. In a LinkedIn post confirming her appointment, Motton said she was delighted to be joining the business and private banking team at NAB ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... findings against Dover at the Royal Commission, it is likely that affected advisers may be entitled to relief," he wrote on LinkedIn.

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... hit its height three or four decades ago, but FoFA has changed it in recent years, Wright said. Ironically, Wright's LinkedIn profile describes himself as a "sales professional", Senior Counsel Assisting Rowena Orr pointed out. Wright said he personally ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... trust. "We haven't earnt it yet," he told Senior Counsel Assisting Rowena Orr. Ironically, Orr pointed out that Wright's LinkedIn profile describes himself as a "sales professional."

RC questions adviser sales tactics

KARREN VERGARA  |  FRIDAY, 20 APR 2018
... trust. "We haven't earnt it yet," he told Senior Counsel Assisting Rowena Orr. Ironically, Orr pointed out that Wright's LinkedIn profile describes himself as a "sales professional." The height of the sales culture would have been three or four decades ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. On LinkedIn, Ayers said he is "thrilled to be joining one of the most innovative private wealth businesses in Australia, focused on ...

Former industry fund CIO leaves Vanguard after seven months

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2017
... Equity Index Group and Quantitative Equity Group. In reference to her employment with the $5.9 trillion firm, McLaughlin's LinkedIn page reads: "Lesson to share: If you don't connect with the culture, get out quickly." Speaking at the Australian Institute ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... expert Jeremiah Desmarais discusses content marketing and how to boost client engagement via email. He also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat ...