Search Results | Showing 1661 - 1670 of 2284 results for Alex Burke |
| | | Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ... |
| | | | Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ... |
| | | | ASIC has banned a former ANZ bank adviser for 10 years. According to ASIC's investigation, Ben Cheung engaged in misconduct between April 2013 and March 2014, during which he was an authorised ANZ representative. ASIC alleged that Cheung forged client ... |
| | | | Omnium-operated risk research tool OmniLife has added industry fund risk insurance products, giving advisers further comparative insight into the super risk market. Although retail and industry fund risk products are operated differently, Omnium said ... |
| | | | Annual sales in the risk market dropped by 23.7% in the year to September 2015, according to Plan for Life research. Plan for Life's consolidated report on both group and individual risk lump sum and income insurance inflows revealed that while some ... |
| | | | Prime Super has awarded a multi-asset mandate to a $110.5 billion global investment manager. Following on from Prime Super's insurance mandate with CommInsure on December 12, PineBridge Investments announced the super fund has made an allocation to ... |
| | | | QIC has appointed a partner in New York to its infrastructure team. Eric Belman was most recently managing director, business development at GE Power and Water. Prior to that, he oversaw mergers and acquisitions strategy at United Technologies and PepsiCo. ... |
| | | | Equity Trustees has restructured its trustee services and appointed a new head for the business. EQT's Superannuation Trustee Office will become Superannuation & Portfolio Services (SPS), and will be led by current KPMG director, wealth advisory Mark ... |
| | | | Wingate Asset Management has a new senior investment analyst. Covering equities research and risk analysis, Thomas Hodson joins Wingate from UCA Funds Management, where he was also a senior investment analyst. Prior to that, he held roles at Barclays ... |
| | | | Challenger's boutique fund manager, Fidante Partners, has appointed three new senior sales professionals. Nick Hamilton joins Fidante as head of product and marketing, reporting to Fidante general manager Cathy Hales. Previously he held roles at Invesco ... |
|