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Showing 2771 - 2780 of 4897 results for "Alex"

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Australian Unity Personal Financial Services has acquired four new advice practices. This brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new ...

Aberdeen launches $700m liquid alternatives fund

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Aberdeen Asset Management has launched its $700 million Aberdeen Alternative Strategies Fund (AASF). By using what Aberdeen described as an "Undertakings for Collective Investment in Transferable Securities (UCITS) regulated investment structure," the ...

Lonsec appoints advice chief from MLC

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Lonsec has appointed a new chief executive of its Adviser Network business. Duncan McPherson joins Lonsec from MLC Advice Solutions, where he was a state manager. He has held other managerial positions at MLC and NAB, as well as Hillross and GIO Financial. ...

Zero-margin platforms could target Australian market

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Australia's "slow to innovate" investment platform landscape could be threatened by the arrival of overseas "zero-margin" providers, according to Bravura Solutions research. Referencing economist Jeremy Rifkin's The Zero Marginal Cost Society, Bravura's ...

APRA trustee reforms, definition of independence yet to be finalised

ALEX DUNNIN  |  TUESDAY, 1 SEP 2015
APRA has released a discussion paper detailing the government's proposals for more independent trustees on super fund boards while conceding the definition of independence is yet to be finalised. The proposed changes to trustee operations have divided ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
Accountants will need an Australian financial services licence if they want to continue providing advice on establishing and winding up self-managed super funds after 1 July 2016. According to SMSF Association head of education services Liz Ward, some ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
Around 80% of planners are prepared to make changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers ...

HUB24 sees 3000% profit boost

ALEX BURKE  |  MONDAY, 31 AUG 2015
HUB24 grew gross profit by 3000% in the 2015 financial year to $4.8 million, after a $0.1 million loss in the previous corresponding period. In its annual report, the investment administrator also noted it expected to reach $2 billion in funds under ...

Price is wrong for supermarket super

ALEX BURKE  |  FRIDAY, 28 AUG 2015
Over three quarters (76.3%) of Australians would never consider a Coles or Woolworths public offer superannuation fund, according to CoreData research. Based on a survey of 847 respondents, CoreData's 2015 Member Engagement Report also suggested that ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Shaw and Partners, formerly Shaw Stockbroking, has expanded its new financial advice team with five new appointments, including three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private ...