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Showing 281 - 290 of 798 results for "Australasia"

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... to meet compliance and education requirements, software is going to be crucial in delivering advice," Morningstar Australasia managing director Jamie Wickham told Financial Standard. AdviserLogic has three main applications: AdviserLogic (financial planning ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... established by the AFA and FPA in conjunction with the Boutique Financial Planners, the Financial Services Institute of Australasia, the Self-Managed Super Fund Association and the SAFAA. Brad Fox, former chief executive of the AFA and current managing ...

Legg Mason expands Asia Pacific role

ELIZA BAVIN  |  THURSDAY, 3 OCT 2019
Andy Sowerby will now serve as head of Asia Pacific (ex-Japan) while he continues to lead Legg Mason Australia and New Zealand, with his appointment taking effect on the first of this month. Sowerby has held the role of country head for Australia and ...

Eaton Vance hires institutional distribution head

HARRISON WORLEY  |  MONDAY, 9 SEP 2019
Eaton Vance hired an institutional sales director for its Australian and New Zealand operations. Ty Thurgood has joined the global asset manager's Australasian arm as director of institutional business development for the local region, which will ...

BlackRock appoints Melbourne head

KANIKA SOOD  |  WEDNESDAY, 14 AUG 2019
... mandate last July as it took its first major investment in Asian debt. Porter will report to BlackRock's new head of Australasia Andrew Landman and Australasia head of client business Jason Collins. "Our clients increasingly look to BlackRock to help ...

Willis Towers Watson buys Aussie broker

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
... part of WTW 's FINEX global line of business, which provides clients with specialist advice and services. WTW head of Australasia Simon Weaver said: "RCA is the foremost team in Australasia for Warranty and Indemnity insurance. This offering builds on ...

Global manager hires from Magellan

KANIKA SOOD  |  TUESDAY, 23 JUL 2019
... of advisory and discretionary assets worldwide, including more than $3 billion from 30 institutional investors in Australasia. On the wholesale side, to which Bullock was appointed, GQG offers a global equities fund and an emerging markets equity fun ...

AMP Life sale blocked

JAMIE WILLIAMSON  |  MONDAY, 15 JUL 2019
... AMP Life with a view to leading the business post its transition to Resolution Life as head of the Resolution Life Australasia region. "Megan Beer remains chief executive of AMP Life. It's business as usual at AMP Life while we work with Resolution Life ...

UBS appoints new country heads

KANIKA SOOD  |  WEDNESDAY, 10 JUL 2019
UBS has appointed new co-country heads for Australasia, as Matthew Grounds announces his plans to retire from the firm. Grounds will retire at the end of the year after 11 years as UBS Australasia's country head and chief executive. "Matthew has been ...