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Showing 1811 - 1820 of 3273 results for "Associate"

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

Sovereign wealth funds banking on Aussie innovation

DARREN SNYDER  |  FRIDAY, 20 NOV 2015
Sovereign wealth funds are leading investment in the Australian private equity and venture capital industry, contributing 26% of new fundraising in the past financial year. Not only did overseas investors jump on Australian entrepreneurs in 2015, they ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
Advice firm Robert Lipman & Associates has changed its name and appointed a new managing director. Paul Burgon takes on the role at the firm, now known as Lipman Burgon & Partners, from founding partner Robert Lipman, who will now become executive chair. ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

SMSFs welcome no dumping of LRBAs

DARREN SNYDER  |  SUNDAY, 8 NOV 2015
The Self-managed Independent Superannuation Funds Association (SISFA) said it will work with the federal government to ensure SMSFs can take advantage of future retirement income developments. Yesterday the government said it will support the Financial ...

Court fines SMSF admin for "free setup" ads

ALEX BURKE  |  WEDNESDAY, 4 NOV 2015
The Federal Court of Australia has fined Superannuation Warehouse Australia (SWA) for misleading "free setup" advertising. ASIC commenced legal action against SWA in May for advertising self-managed superannuation fund setup services on two separate ...

JPM awarded industry fund research mandate

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
J.P. Morgan Asset Management will provide research, investment and economic insights to one of Australia's largest industry superannuation funds. Sunsuper will be able to access the managers "investment specialists, portfolio managers and research teams," ...

90 West founder steps down

MARK SMITH  |  THURSDAY, 29 OCT 2015
The founder of 90 West Asset Management, Clive Landale, has after more than seven years decided to step down from the business to return to his farming and agricultural interests. Landale founded 90 West in 2008, managing an absolute return fund which ...

AMP appoints ESG analyst

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... governance. Kristen Le Mesurier will report to head of ESG research Ian Woods and joins AMP from AAP Securities, where she was associate director of financials on the institutional desk. At AAP Securities she also advised large institutions on banks ...

Property funds acquire Sydney, Perth property

LAURA MILLAN  |  FRIDAY, 16 OCT 2015
Two investment funds have acquired properties in Sydney and Perth worth over $30 million. Folkestone has entered into a 50/50 joint venture with Sydney property developer Lyon Group Australia to acquire development rights over 59.7 hectares in Sydney's ...