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Showing 181 - 190 of 433 results for "Financial advisor"

Australian advisers court Chinese investors

ALEX BURKE  |  MONDAY, 4 MAY 2015
The Asia Pacific Stock Exchange has partnered with AIMS Financial Group to host 200 Australian financial advisers in China in a series of meetings with Chinese investors, institutions and regulators. The advisers, sourced from the Association of Independently ...

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
Managed Account Holdings recently announced it will be investing into financial advisory firms with a $5 million expansion capital proposal to wholly owned subsidiary Planner Holdings Limited (PHL). The current proposal suggests PHL will hold up to ...

Xpress Super grows online trading suite

ALEX BURKE  |  WEDNESDAY, 8 APR 2015
Accounting firm and self-managed super fund administrator SuperGuardian's low-cost Xpress Super service has expanded its partnerships with online trading platforms. Investors using the Xpress Super service will now be able to make use of CommSec, Open ...

DeVere expands Australian operations

ALEX BURKE  |  TUESDAY, 10 FEB 2015
DeVere Group, one of the largest financial advice organisations in the world, has launched its second Australian office and named its management team. Following its Melbourne launch in November 2014, deVere has now opened a Sydney office with Richard ...

Financial services companies owe consumers $15m compensation

LAURA MILLAN  |  MONDAY, 2 FEB 2015
Financial services providers owe consumers about $15 million in unpaid compensation, according to the Financial Ombudsman Service (FOS). The latest edition of The FOS Circular reveals that since January 1, 2010, a total of 26 financial services companies ...

Global investment bank sets up shop in Australia

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
International investment bank Houlihan Lokey has opened its first Sydney office and appointed a local management team, shortly after receiving a number of mandates from local organisations. "Following the success of recent Australian mandates in our ...

Rothschild nabs Lazard director for infrastructure role

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
Corporate financial advisory firm Rothschild has appointed a former Lazard executive director to the role of infrastructure, utilities and transport director. Jeremy Bostock's appointment comes as Australian state and federal governments continue to ...

Capital Group expands retail sales team

MARK SMITH  |  MONDAY, 1 DEC 2014
Capital Group has recruited two more experienced executives to bolster its retail distribution strategy in Australia. Scott Baker and Nigel Waugh have been appointed as key account managers, joining Jorden Brown, who was appointed head of wholesale ...

QSuper number one for member satisfaction

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
QSuper has the most satisfied members of any superannuation fund in the country, according to a new report by Engaged Marketing. The 2014/15 Superannuation Benchmarking Study also found that QSuper members were most likely to recommend the fund. The ...

UK advice giant deVere enters Australia

MARK SMITH  |  THURSDAY, 30 OCT 2014
One of the world's largest independent financial advisory organisations, deVere Group, is set to launch in Australia targeting British expats. The UK-based firm has more than 70 offices globally, services more than 80,000 and has more than US$10 billion ...