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Showing 1801 - 1810 of 2284 results for Alex Burke

BOQ appoints former Wallaby as specialist chief

ALEX BURKE  |  FRIDAY, 9 OCT 2015
BOQ has appointed the chief executive of its specialist business. Dr Brett Robinson joins the bank from Icon Cancer Care, where he was managing director and chief executive. He has also held roles at Mondial Assistance and IAG and played for the Wallabies ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... Financial Standard Best Practice Managed Accounts Forum, Rainmaker Information director of research and editorial services Alex Dunnin said that the research - based on a Financial Standard survey of more than 200 advisers - demonstrated that the range ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Consumer-driven adviser review website Adviser Ratings has attracted 4,000 planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser ...

Managed accounts key to SMSF diversification

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Managed accounts are an effective vehicle for mitigating self-managed super fund diversification risk, according to HUB24 head of marketing and distribution Wes Gillett. Speaking to Financial Standard ahead of the 2015 Best Practice Managed Accounts ...

Tech boom drives super to VC

ALEX BURKE  |  TUESDAY, 6 OCT 2015
The success of technology start-ups and Australia's maturing venture capital sector are driving superannuation funds to reconsider VC as an asset class. In September, First State Super and Hostplus invested $110 million and $35 million respectively ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
NAB has partnered with legal document provider Topdocs to streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust ...

Neuberger Berman appoints global insurance head

ALEX BURKE  |  TUESDAY, 6 OCT 2015
Neuberger Berman has appointed a new global head of insurance solutions. Matthew Malloy joins the firm from J.P. Morgan Asset Management, where he was global head of institutional solutions and advisory. He was also head of the same company's global ...