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Showing 2301 - 2310 of 4897 results for "Alex"

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

Copia expands distribution team with Magellan hire

ALEX BURKE  |  FRIDAY, 22 APR 2016
Copia Investment Partners has appointed a new business development associate. Jacinta King has previously been a business development associate at Magellan. She was also program manager, communications at Forethought Research. Prior to this, she held ...

Lazard chief steps down after 15 years

ALEX BURKE  |  FRIDAY, 22 APR 2016
Lazard Asset Management's Australian chief executive and managing director has stepped down after 15 years at the company. Susan Roberts joined Lazard in 2001 as head of sales and relationship management, a role she held for five years. After that she ...

Frontier appoints capital markets analyst

ALEX BURKE  |  FRIDAY, 22 APR 2016
Frontier Advisors has appointed an analyst to its capital markets team. Cadence Ho joins Frontier in May having completed her Master of Economics at the University of Queensland. Prior to that, she was a product specialist at UOB Kay Hian Holdings in ...

IOOF boosts super team with VicSuper and First State Super vets

ALEX BURKE  |  THURSDAY, 21 APR 2016
IOOF has made two appointments to its employer super team. Stephen Chainey joins IOOF from VicSuper, where he was a senior business development manager. Prior to that, he held senior roles at LegalSuper, Delexian and Fusion5. At IOOF, he will take on ...

Banks launch major consumer protection program today

ALEX BURKE  |  THURSDAY, 21 APR 2016
The Australian Bankers' Association has announced today that banks will immediately commence a comprehensive new program to protect consumers and increase transparency and accountability. The first step will be an independent review of product sales ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
ANZ has made two senior appointments for its advice and wealth business. Darren Whereat, now general manager aligned dealers and advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer ...

Beulah Capital partners with $1tn global asset manager

ALEX BURKE  |  THURSDAY, 21 APR 2016
Australian boutique Beulah Capital has launched a global managed account strategy in partnership with a major international investment manager. Developed jointly with Franklin Templeton Investments, Beulah's International Equities Portfolio will give ...

Industry reacts to ASIC reforms

ALEX BURKE  |  THURSDAY, 21 APR 2016
Major industry figures have said they are broadly supportive of the Government's reforms for ASIC, but some are questioning the details of the user-pay scheme. Australian Institute of Superannuation Trustees chief executive said that while "it's been ...