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Showing 1721 - 1730 of 4897 results for "Alex"

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit. The toolkit comprises insights from said research, client video case studies, direct mail templates and social ...

Contango hires senior analyst from Wilsons

ALEX BURKE  |  THURSDAY, 15 DEC 2016
An institutional adviser at Wilson HTM will join Contango Asset Management in January. Adam Dellaway spent 16 years at Wilsons, advising on both institutional and retail businesses across trade execution, sales trading and research. At Contango he will ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Zenith gave a "recommended" rating to an alternative beta fund distributed by Winston Capital Partners. The CFM ISDiversified Trust employs a diversified alternative beta strategy, accruing $47 million in funds under management since its inception on ...

MySuper competition heats up: Rainmaker

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... quarters of all bank-owned MySuper superannuation account balances. Rainmaker Information executive director of research, Alex Dunnin said banks are combining tech expertise with low fees to out-compete. "Australia's banking sector is aggressively pursuing ...

Turnbull putting industry fund governance back on the table

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Speaking at a Financial Services Council breakfast in Sydney, Prime Minister Malcolm Turnbull said he would use 2017 to address inconsistencies in super fund governance. He suggested that at present, super fund governance standards are not applied equally ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Fiducian boosted its funds under advice by $44 million after agreeing to acquire two Victorian practices. The total consideration for the practices, which are based in northeast Melbourne and Gippsland, is $720,000. Following the dual acquisition, Fiducian's ...

Forager to launch Australian shares LIT

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Forager Funds Management will list its Australian shares listed investment trust (LIT) on the ASX on Friday. The LIT is a converted form of Forager's Australian Shares Fund. An unusual investment vehicle - and not widely used in Australia - the LIT ...

New CEO for Kinetic Super

ALEX BURKE  |  TUESDAY, 13 DEC 2016
Kinetic Super appointed a chief executive following Andrew Barnett's resignation. Barnett, who has departed the super fund due to personal health reasons, became chief executive in May this year. Prior to that, he held multiple roles at NAB and its ...

Ord Minnett manager launches adviser social startup

ALEX BURKE  |  TUESDAY, 13 DEC 2016
A former NSW executive state manager at Ord Minnett has launched a startup that provides social media strategy for financial advisers. Tom Loneragan, founder and director of Latch Consulting Group, explained to Financial Standard that while many advisers ...

Powerwrap CEO leaves for consultant role

ALEX BURKE  |  TUESDAY, 13 DEC 2016
Powerwrap's chief executive has left the company, but will remain involved as a strategic consultant. Cormac Heffernan took the reins at Powerwrap in 2012, having previously been a consultant. Prior to that, he was head of portfolio services at NAB ...