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Showing 171 - 180 of 349 results for "Julia"

Midwinter expands with new distribution head

MARK SMITH  |  WEDNESDAY, 27 JAN 2016
Sydney-based financial planning technology provider Midwinter has appointed a new head of distribution. Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to lead the distribution ...

Lifecycle funds startlingly varied

MARK SMITH  |  MONDAY, 25 JAN 2016
... make such analysis possible. Lifecycle funds have come to prominence amid the Stronger Super reforms introduced under the Julia Gillard administration in 2011 and fully implemented by 1 January 2014. Under the rules, life cycle products, which automatically ...

Time running out to book places for Chief Economists Forum

MARK SMITH  |  TUESDAY, 19 JAN 2016
... (SSGA), as well as Principal Global Investors chief global economist Bob Baur, Australian Industry Group chief economist Julia Toth and RBC Capital Markets head of economics and fixed income strategy Su Lin Ong. "Whether China has a hard landing and ...

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ...

Registrations for 2016 Chief Economists Forum open

MARK SMITH  |  TUESDAY, 1 DEC 2015
... the Westin Hotel. Principal Global Investors chief global economist Bob Baur, Australian Industry Group chief economist Julia Toth and RBC Capital Markets head of economics and fixed income strategy Su Lin Ong have been confirmed on the bill to give ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning ...

Bennelong blends active, passive in equities fund

LAURA MILLAN  |  WEDNESDAY, 25 NOV 2015
Bennelong Australian Equity Partners has launched a fund that gives retail investors exposure to Australian equities by blending active and passive management. The Bennelong Twenty20 Australian Equities Fund invests passively in the top 20 stocks of ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

S&P launches sinner-free index

LAURA MILLAN  |  MONDAY, 7 SEP 2015
... the most important cost and revenue drivers in the modern corporate world," S&P Dow Jones Indices head of sustainability Julia Kochetygova said. The index "aims to include companies with resilient business profiles by addressing the ethical challenges ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
State Super Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely. SSFS managing director, Michael Monaghan, said the company is pursuing a growth strategy that ...