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Showing 151 - 160 of 513 results for "Escala"

Koda Capital adds director

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
... three advisers and partners - James Christopher, Will Douglas and Nik Velde. In 2019, the firm added Troy Armstrong from Escala and Victoria Lindores from Pitcher Partners as well as Ritu Boyd from St George and Sabil Chowdhury from Macquarie. In 2018 ...

APRA calls out poor group insurance practices

KARREN VERGARA  |  TUESDAY, 9 MAR 2021
The prudential regulator has lambasted the group insurance sector for several practices it deems disagreeable, casting doubt over the future viability of insurance provided via superannuation. APRA recently wrote to superannuation funds and life insurers ...

Special course to manage work conflict

ELIZABETH MCARTHUR  |  MONDAY, 1 MAR 2021
SuperFriend has launched a new course to assist people with challenging interactions and conflicts with colleagues and customers. The course includes an introduction to conflict management, conflict management styles, effective communication using a ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... existing relationships with service providers already working with the group's 71 partner firms. Focus Financial also owns Escala Partners and MEDIQ Financial Services, which are separate to the Connectus business. All Focus firms will also be able to ...

Super fund ESG targets lack clarity: ACCR

RACHEL ALEMBAKIS  |  MONDAY, 1 FEB 2021
Superannuation funds need to set clear, transparent emissions reduction targets for their investment portfolios that are based on metrics that can be compared across the industry, according to recommendations from the Australasian Centre for Corporate ...

Chief economist update: Overvaluation tests FOMO and TINA trades

BENJAMIN ONG  |  MONDAY, 1 FEB 2021
Wall Street's down. Repeat, Wall Street's down! The CBOE VIX index - the fear gauge - jumped by 9.5% in the last trading day of the first month of 2021 to 33.09 points, marking the highest since the renewed COVID-19 outbreak in Europe that subsequently ...

Lack of diversity major business risk: SSGA

RACHEL ALEMBAKIS  |  WEDNESDAY, 13 JAN 2021
Racial and ethnic inequity is a systemic risk that "threatens lives, companies, communities, and our economy", according to one of the largest global fund managers. State Street Global Advisors (SSGA) president and chief executive Cyrus Taraporevala ...

Missing Caddick's mansion on the line

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
The Federal Court has appointed receivers to the property of self-proclaimed but unlicensed financial adviser Melissa Caddick, who has been missing for a month. Following a successful ASIC application, the court appointed receivers to Caddick's property ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... Group will join the Connectus Wealth Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but these are operated under a different model and will remain separate from the new Connectus ...

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
A financial adviser has been jailed over using clients' money to fund his lifestyle to the tune of $1.1 million, including $72,000 he spent on a boat, while licensed by AMP, NAB and Synchron. Anthony Dick has been sentenced to eight years in prison ...