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Showing 2701 - 2710 of 4897 results for "Alex"

Tech boom drives super to VC

ALEX BURKE  |  TUESDAY, 6 OCT 2015
The success of technology start-ups and Australia's maturing venture capital sector are driving superannuation funds to reconsider VC as an asset class. In September, First State Super and Hostplus invested $110 million and $35 million respectively ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
NAB has partnered with legal document provider Topdocs to streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust ...

Neuberger Berman appoints global insurance head

ALEX BURKE  |  TUESDAY, 6 OCT 2015
Neuberger Berman has appointed a new global head of insurance solutions. Matthew Malloy joins the firm from J.P. Morgan Asset Management, where he was global head of institutional solutions and advisory. He was also head of the same company's global ...

Medical risk leader joins Bombora

ALEX BURKE  |  TUESDAY, 6 OCT 2015
A specialist medical risk provider has joined Bombora Advice. MediBroker, founded in 2012 by managing director Aaron Zelman, focuses on risk advice solutions for medical professionals. It currently has over 300 clients and will join Bombora as a principal ...

Platform flows stagnated in FY15

ALEX BURKE  |  FRIDAY, 2 OCT 2015
Fund flows into platforms barely exceeded outflows in the year to June 2015, according to Plan for Life research. FY15 saw $55.6 billion come into the platform sector, but outflows were $55.3 billion, resulting in a positive net flow of $0.3 billion. ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

ASIC hits advice firm with more licence conditions

ALEX BURKE  |  FRIDAY, 2 OCT 2015
ASIC has increased its surveillance activity on Total Financial Solutions Australia advisers, following compliance concerns. The surveillance commenced in October 2014 and focused on TFSA product advice, which ASIC identified as having a "one-size-fits-all ...

Data doesn't justify "recession" headlines

BENJAMIN ONG  |  FRIDAY, 2 OCT 2015
... us by the Sydney Morning Herald's ( SMH ) report the other day about Hong Kong hedge fund Kima Capital's portfolio manager Alex Wallis statement that, "Australia is destined for a difficult recession at worst or a prolonged period of well-below-trend ...

Direct life outpaced by group sector

ALEX BURKE  |  THURSDAY, 1 OCT 2015
Life insurance sales are dominated by the group sector and direct insurers are struggling to keep pace, according to Rice Warner head of consulting and research Jenni Baxter. Commenting on Rice Warner's Direct Insurance Report 2015, Baxter described ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
ASIC has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ...