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Showing 151 - 160 of 461 results for "Investment Services"

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... 2016, with more than 75% of those assets within platforms at two firms recognised as top brands within the investment services industry. "We believe that it is essential for traditional financial advice providers to view digital advice delivery not as ...

Man Group appoints institutional sales manager

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... investment strategies. He has also previously held roles with Merrill Lynch, HFA Asset Management and IPAC Investment Services. Trading since 1783, Man Group currently has US $76.4 billion in assets under management.

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
... readers, received wide participation but there can only be two winners. Drawn from the hat were Bridges Personal Investment Services' Terry M and Premium Financial Advisers' Phillip L. They will receive a $200 Harvey Norman voucher and a $300 MYER voucher ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... Bank Financial Planning before that. He has also held roles at Legal and General Australia and Professional Investment Services. Commenting on his appointment, Ashton said: "Joining AZ NGA is an exciting opportunity to work for a business that is providing ...

Sustainable office trust attracts major new investor

MARK SMITH  |  THURSDAY, 28 JUL 2016
... to drive Australia's commercial property sector towards a higher-performance future. UFS, the Treasury and Investment Services arm of the Uniting Church in Australia Synod of NSW and the ACT, has committed $25 million to the High Income Sustainable Office ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
... and encourage more Australians to invest. "Stockspot was started to give Australians access to professional investment services and advice without the high costs that exclude too many people. If we can attract more people to invest through lower and ...

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
... alleged that between September 2010 and October 2011, Birk who was an authorised representative of Professional Investment Services (Bundall) "dishonestly caused detriment to numerous clients." In 1999 Birk was made partner of Sa & Birk Accountants and ...

Altius to be acquired by Canadian firm

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
North American employee-owned investment services firm, Pavilion Financial intends to acquire Altius Holdings, the parent company of Altius Associates, a global private markets advisory and separate account management firm servicing clients across Europe ...

OneVue announces $177m merger

ALEX BURKE  |  TUESDAY, 14 JUN 2016
... a scheme implementation deed to merge with a major provider of superannuation trustee, administration and investment services. Under the terms of the scheme, which is supported by the boards of both companies, OneVue will acquire all of Diversa's ordinary ...

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... Advisory Practices will be renamed Centrepoint Alliance Licensee Solutions; Alliance Wealth and Professional Investment Services will become Centrepoint Alliance Financial Advice; and Centrepoint Alliance Lending and Centrepoint Alliance Premium Funding ...