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Showing 351 - 360 of 533 results for "Jason"

BlackRock boosts Australian distribution footprint

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... sales strategy for a portfolio of key clients. She will report to head of client business for BlackRock in Australasia, Jason Collins. She joins from MSCI Inc. where she was an index sales specialist for five years. Prior to that, Dorney spent six years ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... association's designated accreditation. 9.40am - Dear Future Self: The AFA invites an academic from Harvard University, Dr. Jason Mitchell, to speak about the psychology of finance. His message? Humans are hard-wired to prioritise present wants (instant ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... Tasmania. He previously held general manager positions at Bridgeport Financial Services and ClearView. Cogle will be joined by Jason McArthur, who previously was a business consultant and has been promoted to management consultant to work with clients ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... millennials to 65-year-olds as well as SMSFs, but is not recommended for retirees as it doesn't offer income-based strategies. Jason Holdsworth, also a director at Aleda, said anyone can invest on the platform and does not exclude financial advisers ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... inaugural Financial Standard Best Practice Forum on Retirement Income, Vertium Asset Management chief investment officer Jason Teh discussed the approach of his new firm, launched on Monday and aimed at delivering on retirement objectives. He said retirees ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... choice in the competitive sector. Launching his own funds management firm in partnership with Copia Investment Partners, Jason Teh has unveiled his flagship fund, the Vertium Equity Income Fund. Vertium Asset Management will be a specialist equity income ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... adviser was banned by ASIC for breaching the best interest duty introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after the corporate regulator found he had ...

JANA selects data solutions provider

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... choice due to its data management capability and ease of use. Curium Data Systems head of business development for APAC, Jason Warlond, said: "Many investment firms and consultants in the APAC region are looking closely at their data management and processes ...

Zurich awards two equities mandates

ALEX BURKE  |  WEDNESDAY, 28 JUN 2017
... to Nikko Asset Management and will be managed by Nikko AM head of Australian equities Brad Potter and portfolio manager Jason Kim. Both mandates will use Nikko's Comparative Value Analysis (CVA) strategy, which has underpinned the Nikko AM Australian ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
... have had significant super restrictions imposed on them in the past," Lowe said. Likewise, StatePlus chief client officer Jason Andriesson said accessing part of a home's equity to fund a better retirement outcome is an excellent idea for retirees, describing ...