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Showing 1511 - 1520 of 3182 results for "GEO"

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
Western Australia and South Australia are set to rival the eastern states when it comes to growth and innovation in the financial services industry, according to Winston Capital. The funds management distribution firm is opening a new office in Perth ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth". NAB Financial Planning (NAB FP) revealed it will "realign its business" ...

Contango nabs former UBS exec

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
Contango Asset Management has appointed a legal and compliance expert as general counsel. Hari Morfis has joined the firm from UBS, bringing with her a high level of regulatory experience and expertise. Having most recently served as executive director ...

Contango LIC chair departs

ALEX BURKE  |  TUESDAY, 15 NOV 2016
The chair of Contango Income Generator has decided against seeking re-election. In an ASX statement, the board thanked Ian Ferres for his tenure as chair and his contribution to the successful listing of the company in 2015. The statement continued ...

AustralianSuper enhances fund transparency

DARREN SNYDER  |  FRIDAY, 11 NOV 2016
Australia's largest superannuation fund has improved its transparency with members by launching an interactive tool it hopes will be commonplace across the industry. AustralianSuper recently launched a project that displays all of its investments across ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
Robo-advisers are not the fundamental disruption feared by the financial advice industry but instead are a catalyst among traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates ...

Markets fear Trump effect on global trade

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Beyond the initial market sell-off, investors might have a bigger worry ahead if US President-elect Donald Trump makes good on his global trade platform. The Republican presidential nominee is heading for the White House after securing the most votes ...

Preqin buys solution platform

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Preqin has acquired a cloud-based private equity monitoring solutions provider. Effective immediately, Preqin has taken a controlling stake in Baxon Solutions after forming a strategic partnership in January 2015. Baxon Solutions offers clients a tailored ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Investment updates, meetings and phone calls will be the order of the day for financial advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa ...