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MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
From Marketer of the Year to Innovation of the Year and best Digital Marketing Campaign, next week's Financial Standard MAX Forum and Awards promises to be an Oscar night celebrating outstanding work in financial services sales and marketing. Highly-acclaimed ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
Lonsec Research will provide research to 2,800 financial planners following the acquisition of the iRate technology platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and ...

Lonsec acquires van Eyk's iRate business

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Lonsec Research has acquired iRate's technology and client base from the van Eyk group of companies, currently in liquidation. The acquisition confirms Lonsec's strategy to fast track their technology offering to the financial planning and fund manager ...

PROFILE: Lonsec Fiscal Holdings joint chief executive Amanda Gillespie

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Lonsec Fiscal Holdings joint chief executive Amanda Gillespie joined Lonsec in early 2000, when it employed three analysts and provided research only to the Lonsec dealer group. For the last 14 years, Gillespie has seen Lonsec grow and become one of ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 3 NOV 2014
In the latest edition of Financial Standard we look at the crisis in group insurance and consider the future of insurance in superannuation. We also look at how the trend towards in-housing might be putting pressure on asset consultants to change strategy ...

Treasury Group shares surge on merger news

LAURA MILLAN AND AAP  |  TUESDAY, 5 AUG 2014
... will be executive directors. Laird Norton chief executive Jeff Vincent and BNP Paribas Capital Partners chief executive Gilles Guerin will join the board as non-executive directors. Northern Lights shareholders will receive equity in the trust, deferred ...

Lonsec reveals new CEOs

STAFF WRITER  |  MONDAY, 23 JUN 2014
Lonsec Fiscal Holdings, which includes Lonsec Research, Lonsec Broking, SuperRatings, Toowards, Advisor Network, MPF Ratings and Lonsec Direct Investment Service is pleased to announce the appointment of Amanda Gillespie and Nathan MacPhee as joint ...

ANZ launches bank-aligned news site

LAURA MILLAN  |  THURSDAY, 17 APR 2014
ANZ has launched BlueNotes, a corporate digital publication that includes news, opinion and insights from bank executives. "The publication forms part of a strategy to be a leader in engagement with customers, stakeholders and employees through digital ...

ASIC dictates seven-year ban for rogue CBA adviser

LAURA MILLAN  |  MONDAY, 7 APR 2014
The Australian Securities and Investments Commission (ASIC) has banned Commonwealth Financial Planning adviser Jade Zaicew for seven years. Zaicew's banning follows ASIC actions against former CBA advisers Don Nguyen, Ricky Gillespie, Simon Langton ...