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Showing 141 - 150 of 679 results for %22Australian Dealer Group%22

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... at controlling extreme volatility and limiting capital losses within a cost-effective MySuper structure. Milliman's Australian practice leader Wade Matterson said similar managed risk products have previously been confined to the post-retirement market ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... The Investment Trends 2016 SMSF Accountant Report said only 1000 accountants have obtained either a full or limited Australian Financial Services Licence (AFSL) in the past 12 months, leaving more than 12,000 not completing the process before the 30 ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

FIIG appoints new WA director

DARREN SNYDER  |  THURSDAY, 3 MAR 2016
... to receive a market-leading service," Paton said. FIIG Securities opened its Perth office in 2012 to give its West Australian clients access to the same face-to-face bond and term deposit investment services enjoyed by their eastern state counterparts. ...

Three super funds take responsible investment gong

ALEX BURKE  |  MONDAY, 29 FEB 2016
... responsible investment throuighout the market. Under the new program, the three super funds with this certification are Australian Ethical, Local Government Super and Christian Super. Commenting on the announcement, Australian Ethical managing director ...

Synchron debuts new risk advice solution

ALEX BURKE  |  TUESDAY, 9 FEB 2016
... always going to be a bitter pill to swallow," he added. As a result, Synchron and AIA (who also consulted with two other dealer groups) began designing a level product that, in AIA Australia retail product manager Stephen Baxter's words, provided "greater ...

DomaCom raises $8m in pre-IPO capital

DARREN SNYDER  |  FRIDAY, 5 FEB 2016
Investment platform operator DomaCom plans to publicly list on the Australian Securities Exchange (ASX) in the third quarter of 2016 after collecting $8 million in a pre-IPO capital raising. DomaCom, owner of Australia's first regulated fractional property ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... "and positioned this key area as a driver of future growth for IOOF." Meanwhile on Tuesday it was announced to the Australian Securities Exchange (ASX) that IOOF chief executive Chris Kelaher has sold more than $17 million of IOOF shares. He still holds ...

Mercer LifetimePlus now on MPS platform

MARK SMITH  |  TUESDAY, 15 DEC 2015
... State's wrap technology, MPS is the first retail platform to offer the product and the move responds to rising demand from dealer groups for affordable, cost-effective solutions to longevity risk, Mercer said. LifetimePlus is an investment option that ...