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Showing 411 - 420 of 488 results for "Linda"

NAB expands Financial Planning team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
MLC has named Paul Fog as Financial Planning general manager of National Australia Bank in an internal appointment. Fog will be based in Melbourne and will assume the responsibility for running NAB's salaried advice network. Fog has been acting in the ...

UK longevity insurance on the rise

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012

Australian Ethical adds to equity team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
Australian Ethical has appointed equity analysts Mason Willoughby-Thomas and Mark Wade to its equity team. Willoughby-Thomas will resume responsibility for international equities coverage, focusing on smart energy stocks. Prior to joining Australian ...

MLC appoints new head of ThreeSixty Research

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
MLC has named David Wappett as head of its ThreeSixty Research team today. Wappett replaces Lisa Boyce, who is now investment director within the MLC Investment Management team. Prior to his new role, Wappett was head of product for MLC Wrap, a position ...

Neuberger Berman expands team in Australia

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
Fund manager Neuberger Berman Australia has appointed Angelia Tonkin to the newly-created position of associate, to support the firm's distribution and client service activities. Prior to joining Neuberger Berman, Tonkin was with Hastings Funds Management ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...

Clear advice models to engage clients

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
Advisers need to define their value proposition and focus on delivering strategic advice that clients understand the value of, according to Vanguard. Speaking at Beyond 2012: The Future of Advice Roadshow, Michael Lovett, head of Vanguard's Intermediary ...

AFA and TAL launch Female Excellence in Advice Award

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
In an effort to celebrate women in advice leadership roles, TAL in conjunction with the Association of Financial Advisers has launched the second Female Excellence in Advice Award. The Award recognises female financial advisers who are making a significant ...

SPAA: Last resort compensation scheme needed

LINDA HAUSKEN  |  WEDNESDAY, 23 MAY 2012
There is a convincing argument for the establishment of a last resort compensation scheme, according to Self-Managed Super Fund Professionals' Association of Australia chief executive, Andrea Slattery. "Superannuation fraud affects ordinary Australians ...

Financial adviser sentenced on fraud charges

LINDA HAUSKEN  |  WEDNESDAY, 23 MAY 2012
James Patrick Hobson, a former senior financial adviser has been convicted and sentenced on fraud charges in the Sydney District Court, following an ASIC investigation. Hobson was a senior financial adviser employed by Binma which operates the North ...