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Showing 211 - 220 of 433 results for "Financial advisor"

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ...

ASIC bans Gateway Financial adviser permanently

LAURA MILLAN  |  MONDAY, 8 JUL 2013
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Gateway Financial adviser, which is an authorised representative of Titanium Planners. Joshua John Doyle from Bradbury, New South Wales, has been permanently ...

MetLife CEO to join Financial Services Council board

ALICE URIBE  |  TUESDAY, 25 JUN 2013
Marc Lieberman, the chief executive of MetLife Australia, has been appointed as a director to the board of the Financial Services Council (FSC). Peter Maher, chairman of the FSC welcomed the appointment at a time of change in the financial services ...

Man Group hires former JP Morgan MD as CEO

MARK SMITH  |  THURSDAY, 20 JUN 2013
Alternative asset manager Man Group has appointed Jamie Douglas as chief executive of its Australian business. Reporting to Man chief executive Emmanuel Roman, Douglas will have responsibility for giving local and international investors access to Man's ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Platform provider CleverSuper is attempting to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia ...

AQR Global Risk Premium Trust opens to retail investors

MARK SMITH  |  TUESDAY, 14 MAY 2013
AQR Capital Management (AQR) has introduced a new unit class to its within the AQR Global Risk Premium Trust in a bid to attract Australian retail investors. The new Class 1F units come with additional disclosure and a lower minimum investment of $25,000. ...

Elana Rubin appointed MLC director

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
Former AustralianSuper chair Elana Rubin has been appointed as non-executive director to the board of National Wealth Management Holdings and will serve as MLC director as well as other related companies. Rubin will take up the board position on May ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
Self-managed super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration ...

Instreet happy with growth at 5-year milestone

MARK SMITH  |  TUESDAY, 26 MAR 2013
Instreet has grown to a point where protecting market share, rather than winning it, is the strategic priority, according to managing director George Lucas. The asset manager, which has more than $500 million in assets under management, is celebrating ...