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Showing 2541 - 2550 of 4897 results for "Alex"

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ...

ASIC hits ex-ANZ adviser with ban

ALEX BURKE  |  THURSDAY, 14 JAN 2016
ASIC has banned a former ANZ bank adviser for 10 years. According to ASIC's investigation, Ben Cheung engaged in misconduct between April 2013 and March 2014, during which he was an authorised ANZ representative. ASIC alleged that Cheung forged client ...

OmniLife adds industry fund risk products

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Omnium-operated risk research tool OmniLife has added industry fund risk insurance products, giving advisers further comparative insight into the super risk market. Although retail and industry fund risk products are operated differently, Omnium said ...

Risk sales plunge in 2015

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
Annual sales in the risk market dropped by 23.7% in the year to September 2015, according to Plan for Life research. Plan for Life's consolidated report on both group and individual risk lump sum and income insurance inflows revealed that while some ...

Prime Super awards multi-asset mandate

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
Prime Super has awarded a multi-asset mandate to a $110.5 billion global investment manager. Following on from Prime Super's insurance mandate with CommInsure on December 12, PineBridge Investments announced the super fund has made an allocation to ...

QIC bolsters infrastructure team

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
QIC has appointed a partner in New York to its infrastructure team. Eric Belman was most recently managing director, business development at GE Power and Water. Prior to that, he oversaw mergers and acquisitions strategy at United Technologies and PepsiCo. ...

EQT creates new division, appoints head

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
Equity Trustees has restructured its trustee services and appointed a new head for the business. EQT's Superannuation Trustee Office will become Superannuation & Portfolio Services (SPS), and will be led by current KPMG director, wealth advisory Mark ...

Wingate appoints senior investment analyst

ALEX BURKE  |  TUESDAY, 12 JAN 2016
Wingate Asset Management has a new senior investment analyst. Covering equities research and risk analysis, Thomas Hodson joins Wingate from UCA Funds Management, where he was also a senior investment analyst. Prior to that, he held roles at Barclays ...

Fidante makes key sales appointments

ALEX BURKE  |  TUESDAY, 12 JAN 2016
Challenger's boutique fund manager, Fidante Partners, has appointed three new senior sales professionals. Nick Hamilton joins Fidante as head of product and marketing, reporting to Fidante general manager Cathy Hales. Previously he held roles at Invesco ...