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Showing 401 - 410 of 851 results for "Ideal"

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... Suitebox chief executive Ian Dunbar said: "Pathway is setting the example around digital efficiencies for advisers and is an ideal partner as they are already supporting advisers with their financial planning software. Adding SuiteBox allows those efficiencies ...

RARE fund receives Lonsec tick

EMMA RAPAPORT  |  WEDNESDAY, 26 APR 2017
RARE's global listed infrastructure fund has been awarded a "recommended" rating from ratings house Lonsec. The RARE Infrastructure Income Fund (formerly the RARE Yield Fund), which is designed to help meet the income needs of an ageing population ...

Deutsche Bank appoints Australian chief executive

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
A former Goldman Sachs partner was named as the new chief executive of Deutsche Bank's Australia and New Zealand business. Anthony Miller will succeed Michael Ormaechea who is set to retire in June after 22 years of service. Miller will relocate to ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
Traditional licensee models of measuring adviser performance on sales and revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... to find a position within the investment property industry, or are currently employed in the sector, this course is the ideal starting point to allow you to embark on a career in this sector. The course is a great model for 'on the ground' customer support ...

Super industry accepts group insurance needs work

DARREN SNYDER  |  THURSDAY, 9 MAR 2017
Several superannuation industry groups recognise there is work to be done to reduce the erosion of member account balances through group life insurance. This recognition comes from the newly-formed Insurance in Superannuation Working Group (ISWG), which ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... processes that take the experience of the end customer to best practice levels," Marshall said. With that ambition they are an ideal partner for SuiteBox as our focus is on efficiency, engagement and advice delivery to suit today's consumer."

Legg Mason hires marketing head from Hastings

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... at Colonial First State, Suncorp and Skandia. Legg Mason Australia managing director Andy Sowerby said Nicholson is "the ideal person to lead and further develop the marketing and communications activity for Legg Mason and its affiliates across Australia ...

Copia boutique wins micro-cap mandate

ALEX BURKE  |  FRIDAY, 17 FEB 2017
A Copia Investment Partners boutique won a $27 million micro-cap investment mandate. OC Funds Management, founded in 2000 by head of investments Robert Frost, will manage a micro-cap portfolio for Contango MicroCap. Contango said OCFM was selected after ...

Hunter Hall shareholders urged to hold the line

ALEX BURKE  |  MONDAY, 13 FEB 2017
... represents a 17% discount. When Pinnacle made its initial takeover bid, managing director Ian Macoun said: "We believe we are the ideal partner for Hunter Hall and its fund investors to assist in managing a successful transition following Peter Hall's ...