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Showing 261 - 270 of 510 results for "Bridge"

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
IOOF promoted from within to appoint its new head of technical services. Martin Breckon has been named in the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
... there isn't a model that services them; our job is to try and create that," Robbie said. "We think we can help advisers to bridge that gap between what they're currently doing for a slightly older generation, and what's coming through on-demand." So ...

Hunter Hall profit sinks as third investor enters the fray

ALEX BURKE  |  WEDNESDAY, 15 FEB 2017
Hunter Hall reported a 68% drop in statutory profit at the same time Pinnacle leapfrogged Washington H. Soul Pattinson's takeover bid and a third investor declared its intention to buy 20% of the company. John Bridgeman Limited (JBL), acting as investment ...

Veteran Nikko strategist retires

ALEX BURKE  |  WEDNESDAY, 8 FEB 2017
A Nikko Asset Management strategist who joined the firm in 1998 will resign at the end of February. Roger Bridges was originally a senior portfolio manager at Tyndall Investment Management, having been a senior dealer at CBA before that. Tyndall was ...

UniSuper partners to bridge financial literacy gap

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
In response to a gap in financial literacy highlighted in member surveys, UniSuper recently launched two education initiatives. The $58 billion fund partnered with T. Rowe Price to make its successful US program, Money Confident Kids, available to UniSuper ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... for our Bridges business," Stanton said. Stanton added the appointments will optimise the support and service provided to Bridge's network of advisers. "The appointments round out a strong Bridges leadership team and pleasingly, both candidates come ...

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
On Friday the Queensland-based Heritage Bank sold its financial planning business to national adviser group Bridges Financial Services. According to Rainmaker Information, the deal will potentially see Bridges climb inside the top 13 planning firms ...

Brandon Capital to build largest Commonwealth VC fund

JAMIE WILLIAMSON  |  WEDNESDAY, 14 DEC 2016
... Australia." BioScience Managers' managing director Jeremy Curnock Cook said that too often Australian ideas "struggle to bridge that second valley of death," failing to find the capital necessary for commercialisation. "What is required is not just more ...

Ord Minnett manager launches adviser social startup

ALEX BURKE  |  TUESDAY, 13 DEC 2016
... advisers are scared to put anything out there that might have compliance issues," Loneragan said. To address these issues and bridge the potential generational gap between advisers and clients, Latch offers the former "packages" of social media content ...

NZ manager launches QROPS scheme

ALEX BURKE  |  THURSDAY, 8 DEC 2016
... offers a qualified recognised overseas pension scheme for Australian and NZ migrants. Lifetime Asset Management's Garrison Bridge Superannuation Scheme has been added to Her Majesty's Revenue and Customs' QROPS list and is one of the early dual-registered ...