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Showing 1641 - 1650 of 2883 results for "Network"

Guardian launches referral network strategy guide

JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
... dealer group Guardian Advice has launched a new strategy guide aimed at helping its advisers build a "robust" referral network. The 'Centres of Influence' (COI) guide offers guidance on areas such understanding the motivators of referral parties, reviewing ...

OneVentures launches second fund for HNWs and instos

STAFF WRITER  |  WEDNESDAY, 26 MAR 2014
Australian venture capital firm, OneVentures has launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth (HNW) individuals over the next 12 months. The fund will invest in ...

JPM appoints Australian insto head

MARK SMITH  |  MONDAY, 24 MAR 2014
... local market experience, and will create strategic advantages for our clients by connecting them with our international network and delivering customised investment solutions." J.P. Morgan said Alcorn's appointment highlights the investment bank's commitment ...

RI Advice launches estate planning service

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
ANZ-owned dealer group RI Advice Group has launched an Estate Planning Program to be used by its network of 170 plus advisers. Head of RI Advice Group, Darren Whereat said the new program is intended to reach the next generation of current clients ...

Auction items for FICAP announced

ALICE URIBE  |  FRIDAY, 14 MAR 2014
... Sydney Swan legend and Brownlow medallist Adam Goodes amongst other prizes. YWCA NSW which is part of the global YWCA network is offering a private luxury yacht cruise on Sydney Harbour for a day for up to 6 adults worth nearly $2,500 amongst other prizes ...

SEC prioritises cybersecurity

ALEX DUNNIN  |  THURSDAY, 13 MAR 2014
... following realisation that the financial system and Wall Street in particular is in essence just a data and transaction network. The growing use of the internet as the hosting environment among institutions and now among consumer and the proliferation ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
The professional advice industry is facing a seismic demographic shift that it is ill-prepared for, according to the chief executive of Pershing Advisor Solutions, Mark Tibergien. "The industry is fundamentally built on baby boomers but there is a demographic ...

GSAM global bond fund receives Zenith rating

MARK SMITH  |  FRIDAY, 7 MAR 2014
The Goldman Sachs Global Strategic Bond Fund has received a 'Recommended' rating from research and ratings provider Zenith. The Australian dollar-based strategy is designed to provide income and total return through exposure to a broadly diversified ...

Blue Sky hires ex-Certitude exec to run new office

MARK SMITH  |  TUESDAY, 4 MAR 2014
... Blue Sky national relationship manager Vaughan Henry said Siapantas was the standout candidate for the new role. "Laz's network and experience with alternatives are a huge asset. The time is right to establish a base in Melbourne to meet increasing local ...

YBR doubles wealth management revenue

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... clients and over 40% of the new accounts came from direct clients. The take-up of wealth management advice by the branch network currently represents 30% of the total branch revenue and the ratio of wealth management to mortgage revenue amongst the top ...