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Showing 281 - 290 of 653 results for "Kerri"

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 ...

Goal based investing puts retirees in the spotlight

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
A focus on the accumulator and obsession with superannuation has shifted the focus away from retirement investment, according to AMP Capital who is set to launch two new goals based products. Through focusing on a goal based approach, AMP Capital hopes ...

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology. The partnership follows recently implemented changes to regulation requiring accountants to obtain the newly created 'limited' Australian ...

IFM appoints business development director

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
IFM Investors has appointed a director, business development for the Australian and Asian markets. Nicholas Hyde will join the global fund manager and will be responsible for developing IFM Investors' business in Australia and the Asia Pacific region ...

Opportunities ahead for Chinese outlet malls

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Despite slowing economic growth, a shift from investment and credit driven growth to consumer driven growth is a silver lining for China's outlet mall sector, according to new research from TH Real Estate. The research report examines the outlook for ...

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
Yellow Brick Road will transition to a franchise model and consolidate staff members as the company shifts focus towards increased productivity and adviser recruitment. In a statement, YBR said the changes follow the acquisition of Resi Mortgage Corporation ...

EQT appoints non-executive director

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Equity Trustees has appointed a new independent non-executive director and signalled further plans for expansion into Asia. D Glenn Sedgwick will join Equity Trustees from 8 August 2016, bringing with him more than 30 years' experience in advising listed ...

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Independent financial data source InvestmentLink has established a data grant to support emerging Australian fintech companies. The grant will allow selected fintech start-ups to access a feed of financial account and investment fund data for free for ...

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Elders Financial Planning has added a sixth practice to its network. YouFin, based in Brisbane and headed by Johnny Grohovaz, has joined the Elders network and will help enhance Elders' financial advice offering in Queensland. Elders Financial Planning ...

FIIG appoints head of middle markets

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
Fixed income dealer FIIG Securities has appointed a head of middle of markets. Mathew Simpson will take on the role, as FIIG looks to expand its reach in the middle markets sector. Simpson joins FIIG from Western Union where he was head of dealing. ...