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Showing 151 - 160 of 2284 results for Alex Burke

YBR appoints new general manager

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
A new general manager will join Yellow Brick Road in April. Glenn Gibson joins YBR having previously been head of sales and marketing at AMP. Before that, he was national sales manager, third-party distribution at AMP Bank, national sales manager at ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

ING appoints head of wealth from Suncorp

ALEX BURKE  |  TUESDAY, 20 MAR 2018
ING Australia has appointed a new head of wealth. Cathy Duncan joins ING from Suncorp, where she was executive manager superannuation. Before that, she was general manager, national distribution at Perpetual. She was also head of marketing and product ...

Former UniSuper investment analyst joins AustralianSuper

ALEX BURKE  |  FRIDAY, 16 MAR 2018
A senior investment analyst at UniSuper, who left the fund in July last year, has taken on a new role at AustralianSuper. Joseph McWilliams joins AustralianSuper as a senior business analyst. While at UniSuper, he worked in the portfolio analysis and ...

Fidante forms partnership with $500m firm

ALEX BURKE  |  FRIDAY, 16 MAR 2018
Fidante entered into a strategic partnership with and acquired a minority stake in a New York-based hedge fund firm with more than $500 million in assets under management. As part of the agreement with Latigo Partners, Fidante parent company Challenger ...

JBWere senior analyst joins Perennial

ALEX BURKE  |  THURSDAY, 15 MAR 2018
A senior analyst at JBWere is taking on a new role at Perennial after eight years. Hugo Brettingham-Moore joins Perennial as an investment specialist on the retail distribution team in Melbourne. He originally joined JBWere in 2010 as an analyst, having ...

PIMCO sells Aussie banks as correction looms

ALEX BURKE  |  THURSDAY, 15 MAR 2018
PIMCO is winding down its exposure to Australian banks and certain real estate investment trusts as risks increase in these investments. In an outlook report, PIMCO portfolio manager Aaditya Thakur and credit research analyst John Dwyer said that while ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... ETF investor is lower in newer investors (about 30% for those who invested in the last year). BetaShares chief executive Alex Vynokur said he expected this to rise as newer investors see ETFs as a new wealth creation vehicle; an alternative to the traditional ...

HNWIs give a boost to resurgent art market: Research

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
High-net-worth investors, particularly the growing Asian cohort, have boosted the global art market by 12% after two years of decline. UBS, in partnership with Art Basel, published a report containing macro-level analysis of global art-buying habits ...

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
The Royal Commission will set its sights on the financial advice industry in April, with the first hearing taking place on the 16th. The first round of public hearings commenced today and focused on consumer lending practices regarding credit products ...