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Showing 301 - 310 of 850 results for "Ideal"

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

NAB names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 19 JUL 2019
... Commission and shortly after a Roy Morgan survey named NAB as Australia's most distrusted bank. "Ross McEwan is the ideal leader for NAB as we seek to transform our operations and culture firmly around leading customer service, experience and products," ...

Association names new chief

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
The Stockbrokers and Financial Advisers Association will welcome a new chief executive at the end of August. SAFAA chief executive Andrew Green announced his intention to step down at the association's recent annual conference. Succeeding him will ...

Linda Elkins to depart Colonial First State

KANIKA SOOD  |  MONDAY, 8 JUL 2019
Colonial First State executive general manager Linda Elkins has resigned to replace Paul Howes at KPMG. Elkins has been appointed KPMG's national sector leader - asset and wealth management. She will join the firm effective August 5, taking over ...

Nikko AM names new distribution head

HARRISON WORLEY  |  MONDAY, 1 JUL 2019
Nikko Asset Management has looked within to find its new head of distribution for Australia. The $11 billion asset manager has promoted current head of wholesale sales Rob Bluzmanis to head of distribution for Australia, effective immediately. Bluzmanis ...

Liquidnet acquires fintech

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
... day-to-ay operations of Prattle and will report directly to Conroy. "Our proprietary NLP and data science technology are an ideal complement to Liquidnet's AI-driven analytics platform, and we're eager to be part of its growing Global Investment Network," ...

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
... technology streamlines investor identification and onboarding for cash investment facilities and rollover capabilities which is ideal for wealth managers. There truly is nothing like the breadth of ADI partners Cashwerkz has created in the market today," ...

Australians retire too wealthy: Grattan

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... annual summit has seen a fiery debate between the chief executive of the Grattan Institute and Mercer's David Knox over ideal retirement incomes. Grattan Institute chief executive John Daley and Mercer senior partner David Knox debated the future ...

Legg Mason launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... he said. "The additional restrictions on certain sectors and stocks on ethical grounds makes this investment solution an ideal core holding for investors seeking to align their values and investments without sacrificing the potential for high returns ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... executive Brett Sanders noted the collaboration between BT, JANA, Antares and Strategic ensured the advisory achieved its ideal balance in an MDA service: consistency with its investment philosophy, value for money and a first class client experience. ...