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Showing 371 - 380 of 533 results for "Jason"

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... under advice to $350 million and increases gross revenue to about $4.5 million per annum. Sherrin Partners managing director Jason Kirk said the merger and acquisition is a great step forward for the business, increasing scale and enhancing an ability ...

Advisers must be aware of cognitive nuances

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... the way human tendencies can impact how knowledge is shared, according to professor of psychology at Harvard University Dr Jason Mitchell. Developed over millions of years of evolution, Mitchell described the human brain not as a piece of clean, modern ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... customer experience - and the accessibility - of quality financial advice." Johns beat out competition from fellow finalists Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. Practice of the Year finalists are Henderson Maxwell ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... economic future and the roles China, India and the Pacific Rim will play in such a future. Harvard University professor Jason Mitchell will address the conference in partnership with Kaplan to discuss academic leadership. A professor is the university's ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of public sector employees aged over 40 manage their lives online ...

ASIC bans former Macquarie advisers

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
ASIC has banned two former Macquarie advisers from providing financial services. Anthony Jason Sourris and Sarah Kate Gardner have been banned for two and a half years and one year respectively after ASIC found they were both involved in, and lied to ...

Centuria's Macquarie strategy pays off

DARREN SNYDER  |  THURSDAY, 28 JUL 2016
... property fund manager purchased the properties in 2000 for $24 million. Centuria Unlisted Property Funds chief executive Jason Huljich said the group's strategy to invest in an area that would benefit from planned infrastructure developments such as ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... made three key appointments in the roles of head of advice partnerships and membership, head of policy and policy manager. Jason Tattershall has been appointed head of advice partnerships and membership. Tattershall has more than 20 years' experience ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... as follows: MARKETING Marketer of the Year Sara Stacey - State Street Global Advisors Finalists Andrew Braun - netwealth Jason Hunt - Perpetual Investments Amanda Irving - Challenger Anthony Pesutto - Legg Mason Asset Management Marketing Team of the ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
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