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Showing 321 - 330 of 1117 results for "accountant"

Munro appoints new portfolio manager

EMMA RAPAPORT  |  TUESDAY, 19 SEP 2017
... at Pictet Asset Management in London, where he worked for 10 years. Prior to this he held the position of hedge fund accountant at BlueBay Asset Management, also based in London. He will be based in Munro's head office in Melbourne and joins Nick Griffin ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
Financial services veteran Chris Cuffe is likely to add another directorship to his hat, standing for nomination to the Class board. Class chairman Matthew Quinn said the board was delighted to nominate a director for election with "such a strong background ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... forward to the professional 'above the line' client care that they have come to expect from their existing Navacue accountant, planner and support team, who will continue to take care of their financial well-being." Modoras Group managing director Peter ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
Countplus' chief financial officer has resigned during a period of transformation and lower reported earnings at the financial services firm. John Collier will depart in November after two years with the firm. Countplus' board said it will commence ...

Prime establishes new business division

ALEX BURKE  |  TUESDAY, 29 AUG 2017
Recently hitting $1 billion in funds under management, wealth and accounting firm Prime Financial Group has established a capital division to provide corporate advisory, transaction, restructuring and capital raising services. Prime said the new division ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... trustees would like to be receiving advice. Additionally, a majority stated they would turn to a financial adviser over an accountant to fulfil their unmet advice needs. Investment Trend research director Recep III Peker says this opportunity is not ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ...

Artificial intelligence provides adviser advantage

DARREN SNYDER  |  TUESDAY, 15 AUG 2017
Artificial intelligence is reshaping wealth management and a digital infrastructure specialist believes financial advice practices will greatly benefit from implementing AI in the workplace. Dimension Data believes artificial intelligence is not just ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
Software provider Class inked a partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. Countplus practices will now have access to centralised billing and supporting ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
Investment and superannuation platform provider HUB24 has partnered with a financial services company to launch a new platform this month. The white label partnership will provide Accountable Wealth Management's accountants and advisers access to a ...