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Showing 221 - 230 of 470 results for "Gal"

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Wealth management firm Crestone has named a new non-executive director. Leigh Clifford joins Crestone, which now has $14 billion in assets under management, having accrued substantial experience in the management of businesses in Australia and internationally ...

Bennelong appoints new product manager

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
Bennelong Funds Management has appointed a former Equity Trustees product manager. Marta Galli joins the investment firm in the newly created role of product manager, based in Melbourne. Galli is responsible for the co-ordination of all product matters ...

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
Investment advice, research and financial services provider, Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons ...

Wealth division overhauled in latest NAB restructure

MARK SMITH  |  FRIDAY, 22 JUL 2016
Three members of NAB's executive leadership team will leave the company following an extensive organisational restructure which sees wealth management and personal banking brought under the same division. Group executive personal banking Gavin Slater ...

IFM appoints associate debt director

ALEX BURKE  |  THURSDAY, 14 JUL 2016
IFM Investors has appointed an associate director of North American debt investments. Joseph Braun joins IFM from Hastings Funds Management, where he was an associate director specialising in infrastructure debt transactions. Prior to that, he was vice ...

NAB responds to ASIC market manipulation allegations

ALEX BURKE  |  WEDNESDAY, 8 JUN 2016
NAB has responded to ASIC commencing legal proceedings for the bank's alleged "unconscionable conduct and market manipulation." ASIC's concerns relate to the setting of the bank bill swap reference rate (BBSW) from 2010 to 2012; the regulator previously ...

Australia on top

BENJAMIN ONG  |  MONDAY, 6 JUN 2016
Woe is us. Australians all, let's not rejoice! The Australian equity market's reaction to the better-than-expected - heaps better - 1.1% quarterly expansion in March quarter real GDP is beginning to plant the seed of doubt in my psyche. Doubt that perhaps ...

PROFILE: FSC chief executive Sally Loane

ALEX BURKE  |  TUESDAY, 31 MAY 2016
There are tough first days on the job, and then there are those where you show up to the office having been handed the most significant reform package for your industry in 20 years. That was what faced Sally Loane when she took the reins at the Financial ...

Aussies unsure about super contributions

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
More than 70% of Australians don't know the superannuation guarantee rate, highlighting a difficulty in producing comfortable retirements as people are unaware of what they're contributing in the lead up. Sunsuper's 2016 Australian Employee Insights ...