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Showing 151 - 160 of 288 results for "Financial Advisory"

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... financial advisers seeking the diversification and performance benefits of a firm of its caliber." Independent financial advisory firms Centric Wealth and Shadforth Financial Group have included the fund in their client model portfolios for some time. ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
... the advice." Xero managing director Chris Ridd added: "In response to growing demand, Xero is entering the financial advisory channel with Xero Cashbook. We are excited to be working with Midwinter which has a strong reach in the financial advisory space. ...

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
... HUB24 has inked a deal to administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium). As part of the agreement, the HUB24 platform will be branded for use by Premium's ...

MetLife CEO to join Financial Services Council board

ALICE URIBE  |  TUESDAY, 25 JUN 2013
... represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks, trustee companies and Public Trustees. The Council has over 130 members who are responsible for investing more ...

Man Group hires former JP Morgan MD as CEO

MARK SMITH  |  THURSDAY, 20 JUN 2013
... he was with a number of investment banks including Bankers Trust. "Jamie's extensive global investment and financial advisory experience, including a deep knowledge and understanding of Asian markets, will ensure that Man's Australian investors have ...

Elana Rubin appointed MLC director

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
... Holdings operates as a subsidiary of National Australia Bank (NAB) and offers funds management products and financial advisory services. Rubin recently resigned from the board of industry fund AustralianSuper and the board of TAL, two roles that she ...

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
... development and Albert comes to the role with nearly two decades in the industry having previously worked in senior financial advisory roles at a number of financial industry groups," said Lorigan. Di Sabatino began his career in the industry as a financial ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee Financial Planning had again won its Financial Advisory Group of the Year award. "CoreData's research shows customers value honesty and transparency above all else in an advice ...

Elixir adds business coach to consultancy team

MARK SMITH  |  MONDAY, 21 JAN 2013
... professional and government organizations," said Elixir managing director Sue Viskovic. Pritchard commented: "The financial advisory industry in Australia will see some tremendous success stories emerge as the industry works through the change and restructuring ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
... are having about fees. MLC-aligned dealer group Apogee Financial Planning has been named by CoreData as its Financial Advisory Group of the Year for the third time in five years. "CoreData's research shows customers value honesty and transparency above ...