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Showing 3231 - 3240 of 6605 results for "Future2"

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
AZ Next Generation Advisory completed its 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise ...

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
Three years of global research on fintechs has delivered an optimistic assessment about their disruptive and transformative role in financial services. The research culminated in an 197-page report released by the World Economic Forum and Deloitte ...

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
Specialist risk advice practice MBS Insurance promoted two of its financial advisers to partners. Both Chris MacKenzie and Brent McCullough joined Sydney-headquartered MBS Insurance about five years ago. MacKenzie joined the firm as an insurance adviser ...

The future lies in wellness: WSSA

EMMA RAPAPORT  |  WEDNESDAY, 23 AUG 2017
Advisers specialising in the workplace superannuation space are ideally placed to offer online financial wellness programs and should be looking to broaden their services, according to Workplace Super Specialists Australia. WSSA president Terry Rhodes ...

Industry super veteran to depart Cbus

EMMA RAPAPORT  |  WEDNESDAY, 23 AUG 2017
Cbus revealed that a founding member of its investment team will depart after 17 years. Trish Donohue, who currently serves as group executive, investment services and solutions, first joined the fund in 2000 and has been a member of the executive team ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
Liquidnet's former head of Australia, Tristan Baldwin, recently relocated to Hong Kong following his promotion as regional head of sales for Asia-Pacific. Joining the global institutional trading platform as its new head of Australia is Murrough O'Brien. ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development ...

Industry super fund expands impact investment strategy

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
A $1.3 billion industry superannuation fund is expanding its impact investment strategy to companies operating in Latin America, Sub-Saharan Africa and Southeast Asia with a new global partnership. Christian Super will make an investment in the TriLinc ...

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
As part of its growth strategy, Fiducian highlighted the likely acquisitions of multiple advice businesses over the next 12 months in its annual report. In the 2017 financial year, Fiducian acquired a further $97 million in funds under advice, bringing ...