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Showing 181 - 190 of 267 results for "Advice group"

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR | THURSDAY, 25 AUG 2016

The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

Efficiency key to performance in low-return world

ALEX BURKE | FRIDAY, 19 AUG 2016

Institutions are looking for custodians to improve administrative efficiency to boost performance in a low-return climate, according to BNP Paribas research. BNP's Investment and Operations Outlook 2016 report includes research based on a survey of ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE | THURSDAY, 18 AUG 2016

ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE | WEDNESDAY, 3 AUG 2016

Stanford Brown has appointed a new chief investment officer. Ashley Owen joins the boutique advice group from portfolio management firm Philo Capital, where he was also chief investment officer. He is also currently a director at Third Link Investment ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE | TUESDAY, 2 AUG 2016

AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

New CEO for RI Advice Group

KERRIE SYDEE | MONDAY, 25 JUL 2016

ANZ owned RI Advice group has appointed a new chief executive officer. After spending more than 12 years' with the group, Peter Ornsby will step into the role. He previously held the role of senior national manager - advice and operations with RI Advice ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR | FRIDAY, 6 MAY 2016

... group has also beefed up its resources, with more than 200 staff working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the ...

ANZ makes two senior advice appointments

ALEX BURKE | THURSDAY, 21 APR 2016

... business. Darren Whereat, now general manager aligned dealers and advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE | WEDNESDAY, 13 APR 2016

AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

HUB24 signs white label deal with Lifespan

ALEX BURKE | MONDAY, 14 MAR 2016

... network, which employs 140 authorised representatives throughout Australia. "We're proud to partner with such a quality advice group and we're looking forward to working with Lifespan's extensive network of representatives," said HUB24 managing director ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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