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Showing 421 - 430 of 1244 results for "Wester"

Advisers to embrace aged care opportunities

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
As the need for aged care grows, so too does the need for specialised aged care financial advice. Estimating that less than 10% of advisers regularly provide aged care advice, Challenger is calling on financial advisers to become more educated on the ...

Skyring names new head of distribution

ALEX BURKE  |  TUESDAY, 13 MAR 2018
Skyring Asset Management has appointed a new head of distribution. Sam Benjamin joins Skyring from Smarter Money Investments, where he was an investment consultant. Prior to that, he was a regional sales manager in New South Wales and Western Australia ...

Legg Mason affiliate divests tobacco, cluster bombs

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
A Legg Mason affiliate is divesting investments linked to tobacco and cluster munitions in its fixed income strategies. Western Asset is removing these investments in the Legg Mason Western Asset Global Bond Fund and Legg Mason Western Asset Australian ...

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
NAB Financial Planning appointed a new general manager for South Australia, Western Australia and the Northern Territory. Adrian De Silva joined NAB in January from Beyond Bank Australia, where he was national manager wealth management and national ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...

Go your own way: AXA IM

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
Investors should not be afraid to run against the pack in 2018, with recent history demonstrating that taking a contrarian view can pay off. That was a key takeaway from AXA Investment Managers' head of Framlington Equities - Asia, Mark Tinker, when ...

La Trobe Financial appoints client partnerships manager

ALEX BURKE  |  MONDAY, 5 FEB 2018
Following on from its acquisition by Blackstone, La Trobe Financial has appointed a new senior manager of client partnerships. Mark Simmons joins La Trobe Financial from Choice Home Loans, where he was a business development manager. Before that, he ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
Listed wealth firm Spring Financial Group has acquired a dealer group with a combined $200 million in funds under advice. Under the terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...