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Showing 191 - 200 of 439 results for "Financial advisor"

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 ...

Janus plays first hand in ETF game

MARK SMITH  |  TUESDAY, 14 OCT 2014
Janus Capital, the fund manager which snapped up 'bond king' Bill Gross following his surprise departure from PIMCO, has joined the active ETF game with its acquisition of a Connecticut-based provider. Launched in 2009, VelocityShares manufactures institutionally-focused ...

Van Eyk enters voluntary administration

MARK SMITH  |  MONDAY, 15 SEP 2014
Van Eyk Research has gone into voluntary administration with Trent Hancock of Moore Stephens Sydney Corporate Recovery Group appointed administrator. "The company's decision follows the recent and sudden closure of the Blueprint Series of managed funds," ...

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
New mortality rate research showing white collar workers can expect to live well beyond the average life expectancy highlights the challenge of achieving a comfortable retirement. Mercer's analysis into the mortality rates of public sector pensioners ...

ASIC considers compulsory advice for complex products

MARK SMITH  |  MONDAY, 14 JUL 2014
Mandatory financial advice for the sale of complex products is among the measures the Australian Securities and Investments Commission (ASIC) is considering to protect consumers from the risks posed by these investment vehicles. In a newly published ...