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Showing 381 - 390 of 1267 results for "Tom"

Sargon grows executive lineup, launches fintech solutions

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... administrators, trustees and brokers. Arcadia is a collaborative workspace that helps manage this coordination," Sargon head of product Tom Merrett said. "On Arcadia, updates and workflows move dynamically through AI-assisted processes, providing users ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners. In a release, the association said the proportion of women in financial planning ...

Boutique executes buyout, rebrands

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
The executive team at a Melbourne-based global equities manager has bought out the majority stake held by its parent firm. The buyout includes a name change and new board chair. Wingate Group helped set up boutique Wingate Asset Management in 2005. ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Zurich, the AFA has announced the three finalists for the 2018 Adviser of the Year Award. This year, Capital Focused's Tom Dawe; Centaur Financial Services' Hugh Robertson; and Elliot Watson of Elliot Watson Financial Planning have been recognised. ...

CFS and a messy MySuper transition

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
Colonial First State's messy MySuper transition came under the Royal Commission's lens on Tuesday. Taking the witness box, Colonial First State executive general manager Linda Elkins told the Commission CFS initially failed to transition 13,000 members ...

Former NULIS chair faces Royal Commission

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
The former chair of NAB's superannuation entities has denied MLC tried to bill other services in order to claim advice fees. Nicole Smith was the NULIS Nominees chair from 2013 to 2018, and she faced the Royal Commission this afternoon as it resumed ...

Chief economist update: Not before we get a pay rise

BENJAMIN ONG  |  MONDAY, 6 AUG 2018
Just in time for tomorrow's Reserve Bank of Australia (RBA) monthly board meeting, ME Bank published the results of the 14th survey of its "Household Financial Comfort Report", taken last June. "The ME Household Financial Comfort Report provides ...

Industry super fund renews board

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... has appointed three directors following the retirement by rotation of existing board members. Glenn Bunney, Pip Carew and Tom Symondson have joined the board of First State Super, following the retirements of Trevor Carr, Lisa Fitzpatrick and Gary Thomas. ...

Leading philanthropic couple honoured

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
... tough problems, and look to create long-term solutions, not short-term fixes." The award for best large grant went to the Tom Snow and Brooke Horne Family Trust and the Equality Campaign for the Marriage Equality Campaign. Horne dedicated the award to ...

Aviva appoints insto lead from Russell

KANIKA SOOD  |  MONDAY, 23 JUL 2018
... under management, as at March end. Earlier this month, Aviva Investors tapped in former Macquarie and Mercer senior executive Tom Clapham to head its Asian institutional sales. On May 31, LaSalle Investment Management acquired Aviva's $7 billion ...