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Showing 1971 - 1980 of 2284 results for Alex Burke

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Rising aged care costs have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since ...

Challenger appoints technical services head

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Challenger has appointed a new head of technical services to support advisers. Andrew Lowe was previously a principal consultant at Suncorp-owned Asteron Life and has also held technical positions at ANZ Wealth and ING. At Challenger, he will report ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ...

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data ...

Challenger enters strategic partnership with Janus

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Challenger has sold its 25% stake in Kapstream Capital to Janus Capital, entering a strategic partnership with Janus in the process. Challenger chief executive Brian Benari said that the sale "opens the door for further long-term strategic collaboration ...

PROFILE: Stanford Brown chief executive Jonathan Hoyle

ALEX BURKE  |  THURSDAY, 2 JUL 2015
There are two things that arguably led Jonathan Hoyle to where he is now: Michael Lewis's autobiography, Liar's Poker, and the sight of fresh blood. The chief executive of Stanford Brown was 20 years old and studying biochemistry when he picked up a ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about. The deadline was originally June 30, 2014, but it was extended ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
Imputation bonds or insurance bonds could be a good alternative to annuities or account based pensions in a context of low rates and new rules for aged care means-testing. Imputation bonds can provide an annuity-like payment stream with greater flexibility ...

State Street appoints head of custody

ALEX BURKE  |  MONDAY, 29 JUN 2015
State Street has appointed a new director for its custody division in Australia and New Zealand. Paul Khoury has been named head of State Street global services in Australia and New Zealand. Khoury will be based in Sydney and his appointment will be ...