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Showing 391 - 400 of 1166 results for "Alliance"

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ...

Perpetual inks global strategic partnership

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... Australian investors towards global investing to balance overexposure to domestic equity and property assets. This new alliance deals directly to this trend." Dogan said Perpetual is looking forward to working with FundRock and also expanding the partnership ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
Fintechs not supporting open APIs won't be around in five years' time, according to a Midwinter executive. Midwinter chief technology officer and executive director Andrew McClelland believes open application programming interfaces (APIs) are now a ...

Asset manager gives ESG data to BNY subsidiary

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
... looking for ways to incorporate ESG factors and filters to meet investor demand for socially responsible investing. "This alliance helps our clients gain access to comprehensive up-to-date ESG data to help inform their investment decision-making," Kornblum ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... clients," Wiech said. Additionally, the managed accounts provider added model portfolios to its separately managed accounts. Alliance Bernstein, UBS, Nucleus, Penda and Legg Mason all had model portfolios added to the investment menu, including several ...

TAL waives life premiums for drought-stricken farmers

KANIKA SOOD  |  TUESDAY, 28 AUG 2018
... can contact their financial adviser, if the policy was brought through them. Customers on TAL's Insuranceline and Alliance partner products will also be eligible for the waiver. TAL chief executive Brett Clark said the support will ensure that farmers ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
Launching a fresh strategy for growth, Centrepoint Alliance announced it is looking to establish a new identity in financial advice with a game plan to recreate its organisational structure and business model. Announcing Centrepoint's full-year ...

Foreign owners take over life insurance: KPMG

KARREN VERGARA  |  TUESDAY, 21 AUG 2018
Foreign companies continue to gain the lion's share of Australia's life insurance industry, with the recent sale of CommInsure and OnePath set to boost foreign ownership from less than half to 66%, KPMG research shows. According to the Life ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... general manager of platform services Lisa McCallum said: "The Nextplan private-label platform represents an innovative alliance between OneVue, Nextplan and Mercer, creating and delivering a unique, customised investment service at a lower cost." "As ...