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Showing 2891 - 2900 of 4897 results for "Alex"

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
Shaw Stockbroking has rebranded as Shaw and Partners (Shaw) and hired a Macquarie executive as part of its strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and ...

Oxi Oxi Oxi

BENJAMIN ONG  |  MONDAY, 6 JUL 2015
Hellas, Hellas, Hellas! Oxi! Oxi! Oxi! That's the Greek's resounding vote on Sunday's referendum which ask them to vote nai (yes) or oxi (no) to a question that's probably as 'greek' to the Greek themselves - a question that would task the minds of ...

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Rising aged care costs have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since ...

Challenger appoints technical services head

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Challenger has appointed a new head of technical services to support advisers. Andrew Lowe was previously a principal consultant at Suncorp-owned Asteron Life and has also held technical positions at ANZ Wealth and ING. At Challenger, he will report ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ...

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data ...

Challenger enters strategic partnership with Janus

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Challenger has sold its 25% stake in Kapstream Capital to Janus Capital, entering a strategic partnership with Janus in the process. Challenger chief executive Brian Benari said that the sale "opens the door for further long-term strategic collaboration ...

PROFILE: Stanford Brown chief executive Jonathan Hoyle

ALEX BURKE  |  THURSDAY, 2 JUL 2015
There are two things that arguably led Jonathan Hoyle to where he is now: Michael Lewis's autobiography, Liar's Poker, and the sight of fresh blood. The chief executive of Stanford Brown was 20 years old and studying biochemistry when he picked up a ...

A Greek offer that cannot be refused

BENJAMIN ONG  |  THURSDAY, 2 JUL 2015
There's a certain sense of insouciance in the financial markets despite the expected unexpected happened - Greece defaulted on its 30 June deadline to repay the a,-1.5 billion it owes the IMF - and depending on what happens on the 5th of this month ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about. The deadline was originally June 30, 2014, but it was extended ...