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Showing 221 - 230 of 296 results for "Walsh"

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... It sends eApplications directly from the XPLAN desktop to Colonial's FirstChoice Platform. IRESS managing director Andrew Walsh said it previously took about half an hour to re-type each client's application. Instead it will now take minutes. "It will ...

Count selects Lonsec and IRESS

RUTH LIEW  |  MONDAY, 25 OCT 2010
... the technology that ensure the [opt-in information] is up to date, and recording how clients have opted in," said Andrew Walsh, managing director of IRESS. "The [opt-in] regulation on advisers isn't clarified yet, but it's something we'll be working ...

More aid for small licensees

AFA RELEASE  |  MONDAY, 20 SEP 2010
... conference," said Troy Edmondson, AFA Conference chair. The joint conference will feature futurist and strategist, Mike Walsh, chief executive of Tomorrow and AFA's legal and compliance consultant Christina Kalantzis, director of Alexis Compliance and ...

Select appoints head of strategic accounts

MEDIA RELEASE  |  MONDAY, 30 AUG 2010
Gary Walsh, the former national manager of strategic alliances for TFSA Holdings, has joined Select Asset Management as head of strategic accounts, Customised Portfolio Solutions. Walsh will be responsible for offering the Customised Portfolio Solutions ...

Staff departures prompt rating changes

S&P REPORT  |  WEDNESDAY, 4 AUG 2010
... while AMP, Amundi, Challenger and Perpetual all lost two staff each. Notable executives include Andrew Jackson and Davis Walsh, both head of portfolio management at BlackRock, who both left in May; Michael Hughes, portfolio manager who left AMP and Michael ...

Market Wrap - Morning

AAP  |  TUESDAY, 6 JUL 2010
... to address an American Chamber of Commerce in Australia luncheon in Adelaide. Rio Tinto Iron Ore executive director Sam Walsh addresses the Chamber at a breakfast briefing in Perth. Air Mauritius launches its Sydney-Mauritius service at Sydney International ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... their adviser stood at 79.7 per cent, while those who hadn't scored 65.9 per cent - a significant difference, said Matt Walsh, head of Lifeplan. "What we're trying to establish for the benefit of the adviser, is that clients are aware that just choosing ...

BlackRock portfolio managers resign

S&P RELEASE  |  FRIDAY, 14 MAY 2010
Andrew Jackson, head of scientific active equity investments at BlackRock Investment Management, and colleague David Walsh, head of portfolio management active equity, have resigned from the group. Jackson will see out his three-month notice with the ...

Waked triggers double downgrade

MORNINGSTAR REPORT  |  FRIDAY, 5 MAR 2010
... Harris and Nick Burt, leaving earlier this year. Andrew Jackson has been appointed head of Australian investments and David Walsh has assumed portfolio management duties following Waked's resignation. "The investment approach is unlikely to be altered ...

Treasury Group names distribution execs

COMPANY RELEASE  |  WEDNESDAY, 3 FEB 2010
Peter Walsh, former head of retail at Putnam Investments in Australia, has been appointed head of retail distribution. Walsh left Putnam Investments after the firm withdrew from the retail market in Australia last year. Before joining Putnam, he was ...