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Showing 461 - 470 of 884 results for "Charter"

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum Financial Advisers has also internally promoted national sales ...

Class appoints three board members

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
Three new board members have joined Class, the provider of cloud-based self-managed superannuation fund (SMSF) administration software Class Super. Class chairman Barry Lambert said the appointments will be invaluable as the company prepares for an ...

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ...

Australian alternatives assets top $250 billion

MARK SMITH  |  TUESDAY, 14 JUL 2015
... Management, AMP Capital, IFM Investors, Lend Lease, QIC, Colonial First State Global Asset Management, RARE Infrastructure, Charter Hall and Hastings Funds Management. With total assets managed by the top 100 alternative investment managers globally ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

Insync with beer

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
... investors. Another way in to the alcohol market is investing in property funds directly focused on pubs and clubs. Both Charter Hall and BlackRock have expressed interest in the space recently. But Insync doesn't own banks, resources, utilities or property ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... banking division Rob Caprioli and was responsible for five licensees: AMP Financial Planning, Hillross, ipac, Genesys and Charter Financial Planning. "Steve is one of AMP's longest serving employees and I'd like to thank him for his commitment and loyalty," ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

AustralianSuper backs CFA Code

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
AustralianSuper believes the Chartered Financial Analyst (CFA) Asset Manager Code of Professional Conduct underpins the minimum standards within the super fund's investment agreements. As the discussion continues about lifting the professional, ethical ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
From Marketer of the Year to Innovation of the Year and best Digital Marketing Campaign, next week's Financial Standard MAX Forum and Awards promises to be an Oscar night celebrating outstanding work in financial services sales and marketing. Highly-acclaimed ...