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Showing 2241 - 2250 of 3822 results for "Partnership"

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... shares with a 10-year progressive buy-back agreement. Dunsford said at the time: "We've been looking for an equity partnership that would enable us to simultaneously release capital and enable growth of our firm for some time. We are glad to finally ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... billion in funds under management. Innova managing director and co-chief investment officer Dan Miles described the partnership with Euroz as a natural fit. "They're a leader in the broking and advice community who are philosophically aligned to our ...

OneVue brings 25 funds on to platform

ALEX BURKE  |  TUESDAY, 5 DEC 2017
... last November, OneVue has transitioned 25 funds onto its managed funds administration platform. Through its five-year partnership with NAB Asset Servicing, 25 UBS Asset Management products will now reside on the OneVue Fund Services platform, bringing ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
A Victorian financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke. NAB-owned Godfrey Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what ...

Grant Samuel wins RE mandate

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... entered an agreement for GSFM to distribute the fun in Australia and New Zealand, as well as investing in Munro's unique partnership structure. GSFM chief executive Damien McIntyre said the move strengthens the exiting partnership in place. "It is a ...

Vision Super creates head technology role

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... in ways that go beyond the standard playbook," he said. Vision Super also recently announced a new life insurance partnership, ending its longstanding relationship with CommInsure. MLC Life will now provide default life insurance to the fund's 10,000 ...

Former Fidante-aligned boutique targeted by UK regulator

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
... initial public offering (IPO) and placing before the share prices were set. River & Mercantile formed a distribution partnership with Fidante Partners in September 2013 to launch its Wholesale Global Equities Fund to Australia and New Zealand, with Challenger ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
NAB's executive general manager of wealth advice has departed in the midst of a restructure of the wealth business. Greg Miller took on the lead role in 2015. Prior to that, he was general manager of MLC Direct and MLC Advice Solutions. He has also ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
After 25 years Financial Recruitment Group founder Judith Beck will no longer recruit, opting to instead focus her energy on the rapidly growing association Financial Executive Women. Beck said FRG will continue to consult directly to organisations ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... families in need of assistance. Another initiative that is helping boost financial literacy in schools is the FPA's partnership with Banqer, an online interactive learning tool designed to assist teaching financial literacy and help boost motivation ...