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Showing 2751 - 2760 of 4897 results for "Alex"

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
Implemented Portfolios has appointed a new executive chair. Greg Kirk has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning ...

AIA outlines adviser support plan

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
AIA Australia has announced its plans to support financial advisers in the transition to the new life insurance framework. Following on from TAL's announcement that it would invest $150 million in adviser support services - including education programs ...

OneVue wins Centuria property mandate

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
OneVue has been appointed to provide investment administration services for Centuria's property funds. Centuria has been a OneVue client since the firm acquired Computershare's fund registry business, Computershare Fund Services, in 2013. "People often ...

JPMAM launches insto investment insights app

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
J.P. Morgan Asset Management has launched an investment insights app targeted at institutional investors and their consultants. The tool is designed to give these investors access to JPMAM's research across asset classes, markets and "investment themes," ...

Former Madison FG adviser banned

ALEX BURKE  |  TUESDAY, 8 SEP 2015
ASIC has banned a former Madison Financial Group adviser for five-and-a-half years. Michael Kolody worked as a Madison representative between July 2010 and January 2014. ASIC's statement said that during that time, he provided inappropriate advice ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Zurich has launched Wealth Index, a client-facing survey tool part of its robo-advice offering. Wealth Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project ...

UK adds SMSF after slashing Australian pension schemes

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Her Majesty's Revenue and Customs (HMRC) has added an Australian pension scheme to its qualified recognised overseas pension scheme (QROPS) list after slashing the number of Aussie funds from 1,600 to one on July 1. From early September, the P Wyns ...

BetaShares grows distribution team

MARK SMITH  |  MONDAY, 7 SEP 2015
... management last month, the strongest monthly growth that's been recorded to the date," said BetaShares managing director Alex Vynokur. "This newly created role has been designed both in response to the fast growth of the ETF industry and to deepen the ...

ASIC would "rarely" ban products

ALEX BURKE  |  MONDAY, 7 SEP 2015
ASIC would only ban products in "extreme circumstances" if its regulatory powers were expanded as per Financial System Inquiry recommendations, ASIC chair Greg Medcraft said. Speaking at the Banking and Financial Services Law Association conference ...

NAB appoints Antares GM

ALEX BURKE  |  MONDAY, 7 SEP 2015
NAB Asset Management has appointed a new general manager for Antares Equities. Brendan Donohoe has taken on the role having worked at Antares as head of institutional sales since 2012. Prior to that, he was a divisional director at JANA Investment Advisers. ...