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Showing 321 - 330 of 474 results for "Associates"

AFA announces finalists

STAFF REPORTER  |  WEDNESDAY, 26 SEP 2012
... Financial Services all from the state. David Clark of Clark Pacific Financial Services from NSW, Mark Rando of Rando & Associates from Western Australia and Olivia Maragna of Aspire Retire in Queensland complete the stable of finalists. AFA chief Richard ...

Target Maturity Funds Take Top Spot

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
... this growth is due to just two markets, Italy and Luxembourg, most notably through Intesa and ING funds, said Cerulli Associates (CA) in their latest European market update. Nine target maturity funds were launched in May, attracting $A600 million net ...

Mercer acquires Sovereign

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... whole fund, according to Rainmaker Research. The latest move complements Mercer's acquisition last year of Hammond Associates in the US as Mercer builds an alternatives boutique advice business unit. "Bringing Ray King and his team across to Mercer adds ...

Governance Australia's best export to Asia

ALEX DUNNIN  |  TUESDAY, 24 APR 2012
... way to achieve this is through asset management as a platform for a sophisticated financial services sector. Cerulli Associates have just released a research report saying that Asia's asset management industries can learn much by observing how Australia ...

China FUM rise challenges Australia

ALEX DUNNIN  |  WEDNESDAY, 28 MAR 2012
... models. Mutual fund assets across the region amounted to an estimated US$2 trillion at end 2011 according to Cerulli Associates' Asia Monthly Product Trends report. Japan was ranked number one with 27% of the market followed by Australia with 26%, mainland ...

Ibbotson appoints new head of managed account solutions

RACHEL DAVIS  |  FRIDAY, 9 MAR 2012
Ibbotson Associates Australia has appointed Damian Holland as Head of Managed Account Solutions. Holland will be responsible for developing and managing the delivery of Ibbotson's managed account solutions, incorporating diversified and sector managed ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
Ibbotson Associates Australia has been appointed dedicated implemented investment consultant for NEO Financial Solutions, developing the group's advice processes and practice management. Founded by Mark Edman and Mark Woods, both Woods and Edman were ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... Two FMD Group independent planning practices are set to merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has ...

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
Building on its accounting expertise, SPAA has announced that founder of accounting firm CJ Baker & Associates, Carolyn Baker, has joined the board. A committee member for the Self-Managed Super Fund Professionals' Association of Australia (SPAA) during ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
Matthew Esler is the new head of adviser services for Ibbotson Associates Australia. Reporting to Ibbotson Associates Australia's general manager investment services, Chris Galloway, Esler will lead the development of Ibbotson's investment capabilities ...