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Showing 351 - 360 of 574 results for Kerrie Sydee

New study looks for retirement insights

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
New research being undertaken by Swinburne University of Technology hopes to uncover how women over 55 years of age experience retirement and how that experience differs to men. Conducted by Swinburne emeritus professor Susan Moore and University of ...

Merger gives Bentleys state-wide presence

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Mid-tier accounting and advisory network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm. Effective from 1 July 2016, the merger with Tenuto Financial will position Bentleys ...

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Link Group's superannuation and relevant advice provider Money Solutions will be rebranded as the group transitions towards a more holistic advice offering. From 1 July 2016 the financial advice and education provider will be known as Link Advice and ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...

ASIC cancels AFSL of liquidated firm

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
ASIC has cancelled the Australian financial services licence (AFSL) of a Queensland based financial services firm. The cancellation was made at Avamode Financial's request, after the company was placed into liquidation on 4 May 2016. The AFSL cancellation ...

Altius to be acquired by Canadian firm

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
North American employee-owned investment services firm, Pavilion Financial intends to acquire Altius Holdings, the parent company of Altius Associates, a global private markets advisory and separate account management firm servicing clients across Europe ...

Ex-Westpac exec joins Rubik

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
Rubik Financial has appointed an ex-Westpac chief executive as a director of its board. Peter Clare will join the Rubik board, effective 1 July 2016. With more than 20 years' experience, Clare joins Rubik from Westpac New Zealand where he held the role ...

T. Rowe Price strengthens global offering

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
T. Rowe Price has launched an Australian dollar hedged version of its flagship global equity fund, the T. Rowe Price global equity (hedged) fund. The new fund is designed to minimise the impact of a rising Australian dollar on international investments ...

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
Boutique funds management firm NWQ Capital Management's Fiduciary Fund is now available on two major investment platforms, opening up the fund-of-hedge-fund (FOHF) vehicle to a greater number of financial advisers. The Fiduciary Fund has been added ...

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
Macquarie owned OwnersAdvisory was recognised at the inaugural Australian FinTECH awards, taking out the best fintech innovation in wealth management category. In its first year, the annual Australian finTECH awards seek to recognise success and innovation ...