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Showing 401 - 410 of 1167 results for "Alliance"

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 ...

IOOF executives dismiss conflicts of interest

KARREN VERGARA  |  FRIDAY, 10 AUG 2018
IOOF left some superannuation members in expensive legacy products despite board members recognising conflicts of interest existed in choosing to boost revenues over meeting "community expectations." The financial services Royal Commission continued ...

TAL acquires Suncorp Life

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... Heads of Agreement that will see TAL acquire the business for $725 million. The agreement includes a 20-year strategic alliance, with TAL to offer its life insurance solutions via Suncorp's distribution channels and Suncorp will continue to earn ...

Glennon Capital hires marketing director

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
Glennon Capital has appointed a marketing director as it continues to build its executive team to support its swelling funds under management. Brooke Logan will be responsible for all the $110 million boutique's strategic and operational marketing ...

Global fund manager replaces COO

KARREN VERGARA  |  FRIDAY, 3 AUG 2018
A US fund manager with a distribution alliance in Australia announced its chief operating officer and co-founder is retiring with a replacement taking over immediately. After 14 years as president and COO at Epoch Investment Partners, Timothy T. Taussig ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking responsibility for ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
A boutique financial advice business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist ...

IOOF executive takes new role

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... joined another ASX-listed financial services firm. Former IOOF executive Miriam Herold has been named as Centrepoint Alliance's new head of research. Herold first joined IOOF in 2015 as a senior research manager before being promoted to lead managed ...

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... funds under management. It recently teamed up with several associations to improve the retirement system to form the Alliance for a Fairer Retirement System. It joins: the Australian Shareholders' Association, Australian Listed Investment Companies ...

Centrepoint bumps up advice litigation provision

KARREN VERGARA  |  MONDAY, 2 JUL 2018
Centrepoint Alliance flagged an increase in advice litigated claims is on the horizon for its subsidiary Professional Investment Services (PIS), quantifying the amount to be $2 million more than anticipated. Following its reassessment of PIS' legacy ...