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Showing 3601 - 3610 of 9818 results for "Advisers"

Labour and housing drive rate sentiment

KANIKA SOOD  |  TUESDAY, 29 JAN 2019
... concerns. Both think being short the Aussie dollar is a good hedge. Up, down or sideways, if the rate moves, how can advisers and investors structure their portfolios to protect their returns? This will be a key point of discussion when top economists ...

MLC drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... the industry in winning back trust, and these pricing changes are an important step in showing our clients and their advisers that we have listened to them, and we are changing," Lloyd said. Fee reductions Beginning next week (February 4), administration ...

Franklin Templeton appoints head of retail

HARRISON WORLEY  |  FRIDAY, 25 JAN 2019
... Australia. Manuel Damianakis will join the global firm with a remit to drive its retail strategy and ensure financial advisers in Australia and New Zealand can access its investment capabilities. Damianakis is set to report to Matthew Harrison - the ...

Parametric critiques Productivity Commission's final report

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... system. "It lacked the data and insight to interrogate the matter and provide answers-and superannuation funds and their advisers, by and large, were unable to help," she said. Parametric's said its research demonstrates how superannuation fund members ...

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Financial Wisdom. Geappen was licensed by Financial Wisdom from 2008 to 2016. In December 2016 he joined Dover Financial Advisers before jumping to Synchron in May 2018. According to ASIC FAR, Geappen ceased as an adviser in October 2018. ASIC said it ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Securities has already been appointed lead manager to three IPOs on the ASX in 2019." AD Capital is home to about 50 financial advisers, with the group having acquired two dealer groups in 2018. "AD Capital intends to seek further advisory acquisitions ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... Pacific Current Group (ASX:PAC) picked up a 10% stake in Independent Financial Partners, a "hybrid registered investment advisers platform" based in the US. The global multi-boutique asset manager said the move is consistent with its goal of increasingly ...

NEOS Life expands to the west coast

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
... Sargon as the trustee of its new insurance-only superannuation fund NEOS Super Plan. NEOS Super Plan provides financial advisers with a pay-by-super option for their client's NEOS Protection life insurance policies, Yardley said.

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... development manager for NSW and ACT, Alex Keen. He will be primarily responsible for managing relationships with regional NSW advisers which represent about two thirds of the state's total adviser population. Crewe most recently worked at BlackRock Investment ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... operating officer Sam Cole said the multi-affiliate is now focusing on articulating its boutiques' capabilities to financial advisers - after getting them onto major platforms. "We're delighted to have someone of Anthony's calibre join our team. Anthony ...