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Showing 221 - 230 of 433 results for "Financial advisor"

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
Elders Financial Planning has appointed Albert Di Sabatino as regional manager for Western Australia, which it says is an important step in a push for expansion in the region. According to Elders Financial Planning chief executive Helen Lorigan, Di ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... also developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market ...

Pepper acquires Spanish loan business Celeris

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
... estate manager." The transaction was supported by Goldman Sachs International as funding partner and exclusive financial advisor, a role it also played in Pepper's acquisition of GE Capital's Irish residential mortgage business.

Anova wins tech industry recognition

MARK SMITH  |  THURSDAY, 7 FEB 2013
DST Global Solutions' Anova investment data software has been named 'best-in-class' in the CEB TowerGroup Wealth Management report. To compile the report CEB TowerGroup collected qualitative and quantitative data from interviews with industry experts ...

SPAA joins UN group

BEN COLLINS  |  FRIDAY, 25 JAN 2013
The SMSF Professionals Association of Australia has become the first Australian financial services group to join a United Nations independent financial advice convention. Yesterday the SMSF Professionals Association of Australia (SPAA) said it had joined ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
A financial planning dealer group in National Australia Bank's network has won an award for being the best in Australia for the third time in five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee ...

Elixir adds business coach to consultancy team

MARK SMITH  |  MONDAY, 21 JAN 2013
Financial planning consultancy Elixir Consulting has appointed Geoff Pritchard as a business coach. Servicing Melbourne and Perth, Pritchard will provide business coaching, speaking services and corporate consulting to financial planning professionals. ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn. Having targeted transparency and improving client ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... well as retail funds, administrators and independent financial advisers. O'Sullivan, who has a background as a financial advisor, says few advisors currently use the technology up-front. "There are huge advantages for using the software up-front as a ...