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Showing 2241 - 2250 of 4758 results for "TAL"

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

UK regtech expands Australian footprint

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
The overhaul of regulatory reporting requirements by the Australian Prudential Regulation Authority is behind a global regtech provider's decision to expand its Australasian operations. Having already established an Australian presence, London-based ...

easyMarkets launches SMSF tool, appoints MD

EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
Growing SMSF investor demand for institutional-grade investment training has led a global markets brokerage to launch a new tool. The SMSF Active Traders Group, operated by easyMarkets, equips SMSF trusses with strategies, methodologies and the risk ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
Grant Thornton strengthened its private wealth advisory capabilities with the appointment of an investment manager to lead its Australian private wealth business. Former Myer Family Company client director, private wealth and family office Edward Draydon ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

Retirement income innovation severely lacking

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
Producers of retirement-oriented investment solutions are failing to equip advisers with the means required to effectively manage the risks they face when trying to achieve client objectives, according to PIMCO. Analysis by a PIMCO-Allianz Australian ...

Westpac and Charter Hall in talks over infrastructure manager

DARREN SNYDER  |  MONDAY, 24 JUL 2017
Westpac is the latest bank set to offload one of its investment management subsidiaries, announcing exclusive discussions to sell its $14 billion infrastructure manager. Westpac told the ASX it has entered exclusive discussions with property group Charter ...

The problem with currency extrapolation

BENJAMIN ONG  |  TUESDAY, 18 JUL 2017
It seemed so long ago now that a "bag the Aussie dollar" campaign was what we read in financial media. The Australian dollar was trading at about US$0.75 then, it closed at US$0.7832 on 14 July and is currently trading at US$0.78. It's exactly two months ...

Two appointments for BTFG life business

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... adviser value proposition for two years. Between 2001 and 2008, Bower also worked in a number of senior management roles at TAL including head of operations for 18 months. BTFG head of life insurance operations Scott Moffitt said Bower and Cohen bring ...

Countplus launches scholarship

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2017
ASX-listed financial planning dealer group Countplus launched an annual scholarship program for its senior leaders. Recipients of the Barry Lambert Harvard Business School Scholarship will undertake the 'Leading professional service firms' executive ...