Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 321 - 330 of 437 results for "Financial advisor"

Vanguard appoints MD

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
... his time with Vanguard in the US, he headed the broker-dealer sales and distribution division for the firm's Financial Advisor Services group, and more recently, began development of a new global line of business focused on financial advisers and other ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
Shadforth Financial Group has hired a general manager and a senior private client adviser, both Queensland-based, as the planning group continues to search for other firms and advisers to join its ranks. Former head of advice at Tynan Mackenzie, John ...

Anderson appointed MD of Mercer

COMPANY RELEASE  |  TUESDAY, 23 FEB 2010
David Anderson has been appointed managing director and market leader for Australia/New Zealand at Mercer, while the incumbent, Peter Promnitz, will now focus solely on his role as region head for Asia Pacific. Peter Promnitz has held the dual role ...

ASIC presses on with Westpoint compensation

ASIC RELEASE  |  MONDAY, 30 NOV 2009
ASIC has reached an agreement to settle class actions against Bongiorno Financial Advisors, which has links to the failed Westpoint Group. An ASIC statement late last week noted that the watchdog had agreed to settle actions against Melbourne-based ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
Hillross Financial Services has bought Rabobank Australia & New Zealand's Rabo Financial Advisors, in a deal that sees the bank's financial planning arm move to the Hillross brand in just a few weeks. Rabo Financial Advisors represents 40 staff including ...

Canada plan in talks to buy Livingston

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... Canadian customs brokerage industry." The transaction is anticipated to close in December 2009. Livingston's financial advisor is Scotia Capital Inc. and its legal counsel is Stikeman Elliott LLP. The Consortium's financial advisors are CIBC World Markets ...

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
Australians could be following the British path of brushing financial planning aside even though many people needed guidance in improving their financial situations, according to Guardian Financial Planning. Guardian executive manager Steve Browning ...

CFA appoints Gunasingham as president

COMPANY RELEASE  |  THURSDAY, 24 SEP 2009
CFA Society of Sydney (CFAS) has elected Brindha Gunasingham, CFA to the role of president of the board. Gunasingham's term begins immediately. She will succeed Olivia Engel, CFA who served as president since August 2007. CFAS has also announced Richard ...

Morgan Stanley forum aids women advisers

RUTH LIEW  |  MONDAY, 3 AUG 2009
Are you a woman keen to succeed in financial planning? Introducing the Women Financial Advisors Forum launched by Morgan Stanley Smith Barney - a blog for women to discuss the challenges and triumphs of being an adviser. The blog is specifically targeted ...