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Showing 261 - 270 of 437 results for "Financial advisor"

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
Matrix Planning Solutions has added Sydney based Macquarie Partners Financial Advisory to its existing network of member firms. Established two years ago by business principal and managing director Sunhee Hres, Macquarie Partners Financial Advisory ...

T. Rowe Price appoints former ING IM manager

CLAIRE MCGREAL  |  MONDAY, 10 OCT 2011
The former wholesale business development manager at ING Investment Management in Sydney has been named as the new business development manager at T. Rowe Price. Heath Branigan will be focused on adviser distribution at the global investment management ...

FSC elects deputy chairman

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
The Financial Services Council has elected a new deputy chairman following the recent resignation from the board by former AllianceBernstein Australia chief executive, Michael Bargholz. Greg Cooper, chief executive of Schroder Investment Management ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
BT, a major platform provider for Count Financial, today said it is confident its product business will stand on its merits and will not be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
The Commonwealth Bank has announced a $373 million takeover bid for financial planning group Count Financial, which went into a surprise trading halt this morning before the news. Count Financial share volumes surged yesterday on the Australian Securities ...

FOFA: Government extends soft-dollar benefit ban to non-super risk insurance

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
The Federal Government has extended its ban on soft-dollar benefits under the Future of Financial Advice draft legislation announced today. It will now include risk insurance outside of superannuation. The ban, scheduled to go live on July 1, 2012 ...

IOOF profits soar despite difficult times

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Diversified financial group IOOF has reported statutory net profits after tax have risen by 28.4% to $99.5 million in its annual results released today. Chris Kelaher, managing director of IOOF, said it was a very pleasing result and had come despite ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial ...