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Showing 1751 - 1760 of 2871 results for "Advisory"

J.P. Morgan and Future Fund ties at robo-adviser

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... former Future Fund general manager Paul Costello and former Federal Finance Minister Lindsay Tanner to the investment advisory board. Six Park co-founder and advisory board chair Brian Watson said the firm's robo-advice model will save Australians one ...

Investec appoints KPMG exec

ALEX BURKE  |  FRIDAY, 27 MAY 2016
Investec has appointed a corporate advisory managing director from KPMG. Chris Stefanovski was previously KPMG's head of M&A - Sydney on the deal advisory and M&A team, where he managed all corporate finance transactions. He has also held roles at ABN ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... offers, while becoming more effective at work and enjoying a healthy and happy professional and personal life. "Financial advisory practice principals face significant challenges in running a small business, including adapting to regulatory change, new ...

Diversity among ASX companies slowly improves

KERRIE SYDEE  |  WEDNESDAY, 25 MAY 2016
... most companies setting measurable objectives that involved an action rather than an outcome. Ben Travers, KPMG people advisory partner said that while the quality of disclosure has improved since reporting began in 2012, that KPMG would have expected ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

SMSFA appoints academic to board

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
... interest, to an Association that has played such a critical role in the growth of SMSFs and the nurturing of the specialist advisory industry to it." Adding to the comments, SMSF Association chairman Andrew Gale said: "We are delighted that Professor ...

CommInsure appoints independent review expert

ALEX BURKE  |  TUESDAY, 24 MAY 2016
... Service Investments, Life Insurance and Superannuation panel member Justin Malbon, former Bupa Australia head of clinical advisory Stan Goldstein and former AMP chief legal officer Chris McRae on the panel.

Platypus Asset Management announces CIO's departure

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
... responsibilities due to health reasons. Donald Williams will remain with the Platypus business, acting in a business advisory and mentoring role. The changes will see Platypus co-found Nick Wright appointed as chairman and Rohan Mead as deputy chair. ...

Uniting Church fund manager appoints investments director

ALEX BURKE  |  TUESDAY, 17 MAY 2016
... investment strategy, Asia-Pacific. Prior to HSBC, he was head of investments at UBS Wealth Management, and has also head of advisory services at LGT Investment Management. Pedley said one of the most compelling reasons for joining UCA Funds Management ...

Boomers driving interest in PAFs

MARK SMITH  |  TUESDAY, 17 MAY 2016
... ancillary funds (PAFs) following liquidity events such as the sales of a business, according to national accounting and advisory firm William Buck. A PAF is a philanthropic trust structure which allows people to take a more planned and tax efficient ...