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Showing 351 - 360 of 433 results for "Financial advisor"

ASIC restructures staff line-up

RUTH LIEW  |  MONDAY, 25 AUG 2008
The Australian Securities and Investments Commission (ASIC) is investing significant man power in its financial economy and investigation and prosecution departments as the regulator undergoes a radical restructure of its staff line up. ASIC's strategic ...

Carlyle Asia LFG recruits ANZ exec

MICHELLE BALTAZAR  |  THURSDAY, 10 JUL 2008
... Before that, he worked with ANZ's Project & Structured Finance offices in Melbourne and London where he was a financial advisor and arranger/underwriter to the Project Finance markets in Australia, Europe and the Middle East. "David's addition underscores ...

Perpetual hires former Citi head of investments

CAMERON BOGGS  |  WEDNESDAY, 2 JUL 2008
Perpetual Investments has appointed Andrew de Vries to the newly created position of general manager for Perpetual DIY Super. Returning to Perpetual after three years, de Vries was head of investments at Citibank Australia. Prior to that, he was the ...

Credit Suisse AM and AWM sign $340m trustee deal

Credit Suisse Asset Management (Australia) is set to transfer the trusteeship of its three Pooled Super Trusts (PSTs) and non-super Private Investment Funds, worth a combined $340 million in assets, to Australian Wealth Management (AWM). Under the deal ...

Rabo planning expands to QLD

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
Rabobank's financial planning division, Rabo Financial Advisors (RFA), purchased Queensland based advice firm, Dayas Financial Services in line with its strategy to grow its presence in Australia. The purchase means RFA will own Dayas Financial Services' ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
Financial planners could become irrelevant if they don't change the way they deliver advice to baby boomer and retired clients, according to Tom Collins, The Tom Collins Consultancy managing director. Speaking at the Rainmaker Marketing Symposium, Collins ...

Getting ethics back on track

RUTH LIEW  |  FRIDAY, 18 APR 2008
Good advice? Check. Good investments? Check. Ethics? Hmmm. A US-based financial advice expert said ethics is the third often overlooked plank of a successful business. Speaking at the Million Dollar Round Table (MDRT) conference in Sydney yesterday ...

PIS names Singapore head

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Financial advisory giant, Professional Investment Services (PIS), has appointed Ian Frost as chief executive of the firm's Singapore subsidiary. Frost has more 20 years experience in financial services and retail distribution holding roles at AXA Life ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
Financial advisors looking to sell their business must ensure it's operating successfully because inefficient practices risk being sold at almost 20 per cent below the industry average, an AXA report found. The 2008 AXA Succession Report was published ...

Asteron selects Olicc

MICHAEL HOBBS  |  FRIDAY, 7 DEC 2007
Asteron has partnered with Olicc Technologies to provide an insurance application tracking system that could potentially reduce overhead costs for financial planners. The partnership means planners are able to follow Asteron Lifeguard applications for ...