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Showing 171 - 180 of 469 results for "Jeff"

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... also receive automated advice for wealth protection, savings and debt management. IRESS managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... manager within Australian Unity's investment team, Ian Holliday will step into the new role on 1 November. He replaces Jeff Mitchell who has held the role since 2012. Holliday first joined Australian Unity in June 2017 from Bendigo and Adelaide Bank ...

AFA remains steady ahead of FASEA reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... "We welcome Glen and Patricia to the AFA board and are looking forward to working with them." James will replace Evalesco's Jeff Thurecht, while Garcia is succeeding Tim Ross of Henderson Ross & Co. Kewin thanked both Thurecht and Ross for their significant ...

Chief economist update: Not before we get a pay rise

BENJAMIN ONG  |  MONDAY, 6 AUG 2018
... March quarter from 1.5% in the three-months to December 2017. This has an ominous foreboding. As Consulting Economist for ME, Jeff Oughton warns: "Clearly, this is a potential tipping point. At the moment, Australians generally can dip into their savings ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... assume the new role on August 1, based on Queensland's Sunshine Coast. Davis joins his former Australian Unity colleagues Jeff Mitchell and Craig Meldrum, who joined Infocus earlier this month; Mitchell as chief investment officer and Meldrum as head ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... Unity executives have joined the leadership team of Infocus Wealth Management. Australian Unity's head of investment research Jeff Mitchell has been appointed to the newly created role of chief investment officer at the dealer group. Mitchell will report ...

Former Magellan research head joins boutique

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... The firm is partly owned by Challenger's boutique business Fidante. She joins Jonas Palmqvist, Lachlan MacGregor and Jeff Thomson in managing the Alphinity Global Equity Fund. "Thomas, with her deep experience, analytical skills and sharp decision ...

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
Willis Towers Watson is expanding its local senior management with the appointment of a former Funds SA portfolio manager. Fresh from an 11-year career with Funds SA, Simon James has linked with the global consulting firm as its new Australian head ...

LaSalle acquires Aviva real estate business

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
... in New York and is joining LaSalle's global management committee. LaSalle Investment Management global chief executive Jeff Jacobson said a strong multi-manager capacity has become increasingly important to LaSalle's clients. "This will enhance ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
... key corporate governance positions." VOFF's sentiment was echoed by former CBA financial planner-turned-whistleblower Jeff Morris during the Royal Commission financial advice hearings, who tweeted that he had been trying for a decade to get ASIC ...