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Showing 1491 - 1500 of 2303 results for "Financial Planner"

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
BT Financial Group (BTFG) has restructured its senior executive team following the resignation of Geoff Lloyd, former chief executive of St.George Wealth Management and the group's general manager. The company statement did not disclose the reasons ...

Ausbil Dexia Aus equities in high demand

MICHAEL HOBBS  |  TUESDAY, 6 APR 2010
Ausbil Dexia, which manages $11.5 billion in Australian equities, has closed its flagship investment funds to new institutional clients after opening the investment strategies briefly last year. Paul Xiradis, chief executive and head of equities at ...

Matrix adds regional practice

COMPANY RELEASE  |  TUESDAY, 6 APR 2010
... group. Located in Temora, in regional NSW, A&B Financial Planning joined Matrix on 22 March 2010. The principal financial planner in the practice is Andrew Parr. Parr joined the banking industry some 30 years ago, working from a trainee position up to ...

K2 wins dealer group mandates

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
K2 Asset Management has won a number of financial planning dealer group mandates for its Australian equities fund, and a $20 million institutional mandate for its international equities strategy in the past five months. Andrew Hall, head of distribution ...

Aussie planners overworked: survey

PRESS RELEASE  |  TUESDAY, 30 MAR 2010
A survey found 25 per cent of financial planners work more than 50 hours a week - six hours more than the Australian average and nine hours more than other developed nations. The Evolve Logic survey found over 80 per cent of respondents are working ...

BTIM realigns income and diversified funds

MICHELLE BALTAZAR  |  FRIDAY, 26 MAR 2010
In his first 100 days as head of BT Investment Management, ex-Perpetual CIO Emilio Gonzalez has combined all of the fund's income capabilities under one roof, diversified funds in another and will be hiring two new senior appointments as part of the ...

IFSA blasts latest APRA league tables

ALEX DUNNIN  |  THURSDAY, 25 MAR 2010
IFSA has dismissed the APRA 'whole of fund' return on assets metrics as misleading, confusing and irrelevant for most members. "IFSA has rejected the APRA superannuation fund data... and its use in superannuation comparisons," they said in a statement. ...

BUSS(Q) hires advice and contributions manager

COMPANY RELEASE  |  WEDNESDAY, 24 MAR 2010
... Commonwealth Bank, where he was a senior adviser in the Private Clients division. In 2000 he became a certified financial planner. Southwood will also present BUSS(Q)'s Pre-Retirement Seminar series throughout 2010. Simonfi has been brought on board ...

ASX targets ETF growth market

MICHAEL HOBBS  |  WEDNESDAY, 24 MAR 2010
The Australian Securities Exchange (ASX) is ramping up its exchange traded fund (ETF) business as more providers enter the market to cope with rising demand. Richard Murphy, general manager - equity markets at the ASX, said local ETF funds under management ...

Risk commission debate heats up

RUTH LIEW AND ALEX DUNNIN  |  THURSDAY, 18 MAR 2010
... problems that have occurred among superannuation sales do not exist in the insurance sector. They said the six FPA financial planner remuneration principles - including fee agreements with planners and an 'off switch' when no-ongoing advice is required ...