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Showing 281 - 290 of 487 results for "Graham"

Advisers go mobile with Macquarie

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... provide greater convenience when they are on the road visiting clients," said head of Macquarie adviser services, Tony Graham. "This not only helps them to work more efficiently, but increases client engagement by giving them the ability to communicate ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
... accountants." There were five finalists in this year's event besides MacMillan, including Craig Ball, The Carter Group (QLD), Anne Graham, McPhail HLG Financial Planning (VIC), Mark Rando, Rando & Associates (WA), Nicholas Sinclair, Wealthfarm ( QLD) ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
Medium-sized financial planning licensees will be the first to fall by the wayside as the sector restructures over the coming decade, according to a panel of advice experts speaking at the AFA national conference. The new market leaders will be both ...

Snowball chief announces exit plans

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... businesses under the previous snowball structure." Dodd has also been appointed chair of Shadforth's end to end advice business, Graham Maloney will now chair the portfolio management business, Officium Capital, while John (Sam) Gannon will chair the ...

Macq seals landmark $8.7bn admin deal with Perpetual

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... improved client and adviser access to modelling tools and data and more directed market and segmentation components. Tony Graham, head of Macquarie adviser services, said the group will leverage its platform experience with Perpetual's offering to complete ...

Spring lands CBA wealth head role

MATT WOODINGTON  |  FRIDAY, 16 SEP 2011
Annabel Spring has been appointed as Commonwealth Bank's new head of wealth management, replacing Grahame Petersen who will now lead the business and private banking division. Spring, currently the group head of strategy, will take over as group executive ...

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 ...

Super funds mindshift imperative

ELISE BURGESS  |  FRIDAY, 26 AUG 2011
... reportedly begun moving towards a member-centric focus in response to the ageing population and rising rate of decumulation. Graham Sammells, chief executive of the IQ Business group and chair for the Association of Super Funds of Australia (ASFA) electronic ...

PIS names new CEO

ELISE BURGESS  |  FRIDAY, 19 AUG 2011
Peter Walther has landed the top job at Professional Investment Services, starting on Monday as chief executive officer of the independently-owned financial advice business, three weeks after founder, Robbie Bennetts, moved into a part-time role. Professional ...

Mercer expands with global chief investment role

ELISE BURGESS  |  WEDNESDAY, 27 JUL 2011
... around 12 months in handing over the Asia Pacific role to Mercer Australia's senior portfolio manager, Andrew Howard. Phil Graham, Mercer Australia's senior portfolio strategist, will become deputy chief investment officer, Asia Pacific. Howard and regional ...