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Showing 301 - 310 of 558 results for "Joe"

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
Traditional licensee models of measuring adviser performance on sales and revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... lead Morningstar as we head into the next stage of our company's innovation and growth," outgoing chief executive and founder Joe Mansueto said. "He has a unique ability to bring people together to help solve problems for investors, and I'm confident ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned financial planning groups. ANZ has also appointed Joe McGrath, previously ANZ Wealth head of network sales, as ANZ Wealth state manager, Victoria and Tasmania. He has held other ...

Former ANZ exec joins Fortnum

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
Fortnum Financial Group has appointed former ANZ Wealth managing director of advice and open market channels Neil Younger as its managing director. Younger joins as the group readies itself for a significant expansion program. He will work closely with ...

MLC bolsters group insurance team

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... industry funds." Smith joined MLC in November 2015 and has made several changes to the team including expanding the portfolio of Joe Thompson to include both sales and relationship management and appointing Stephen Sefton as head of product and strategy. ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... Christian Egan from BFF Financial in NSW were both awarded the High Achiever of the Year award. Chief executive of Consultum Joe Botte said: "We're proud to have such a great network of advisers who are focussed on delivering professional excellence ...

Aspen Group appoints new CEO

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Property investment manager Aspen Group has appointed a new chief executive. Joel Cann joins Aspen from AMB Capital Partners, where he was the founding managing director; like Aspen, AMB focused on property investment via 360 Capital Property Group ...

IFM appoints two business development directors

ALEX BURKE  |  TUESDAY, 13 SEP 2016
IFM Investors has appointed two business development directors for the North American region. Joe Tremblay joins IFM from Talara Capital Management, where he was director of marketing. He has also held roles at Alternative Access Capital and New Stream ...

UBS Microcap fund added to Macquarie Wrap

MARK SMITH  |  MONDAY, 25 JUL 2016
The UBS Microcap fund has been approved for inclusion on all the menus on adviser platform Macquarie Wrap. Established only 18 months ago, the UBS Microcap Fund gives investors access to an actively managed, diversified portfolio with some of the fastest ...