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Showing 461 - 470 of 607 results for "SARA"

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
More than 300 guests attended last night's 2018 Financial Standard Marketing, Advertising & Sales (MAX) Excellence Awards, which recognised the outstanding achievements in marketing, sales and business development by an individual, team or organisation ...

Future Fund reshuffles investment team

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
The Future Fund announced a raft of changes to its investment team as it looks to grow over the next decade. Head of property Barry Brakey is leaving the Future Fund after 10 years. He led the development of a quality property portfolio with exposures ...

Former Janus exec to lead APAC distribution for US hedge fund

ALEX BURKE  |  THURSDAY, 24 MAY 2018
The former head of Australasia at Janus Capital is taking the Asia Pacific distribution reins at a US$58 billion Los Angeles-based hedge fund manager. John Landau will join Causeway Capital Management and build out its Asia Pacific distribution footprint ...

Spaceship beefs up senior management

KANIKA SOOD  |  MONDAY, 14 MAY 2018
The millennial super fund which now manages about $180 million in funds has added two industry veterans to its top brass among four new appointments. The move tightens its compliance and governance. Andrew Moore will now serve as chairperson on Spaceship ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
In a workweek cut short by a public holiday, the Royal Commission heard evidence which included an AMP adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most ...

AMP kept unsuspecting clients in the dark: RC

KARREN VERGARA  |  TUESDAY, 24 APR 2018
The financial services Royal Commission censored the names of two AMP financial planning clients who currently don't know they are the victims of improper advice provided by an authorised representative. AMP knew as early as March 2017 the husband and ...

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
Applying for life insurance and making claims is now much easier for financial advisers and customers of CommInsure and OnePath. CommInsure is the latest to partner with underwriting rules engine UnderwriteMe. Through the partnership, the complexity ...

FinTech Australia appoints interim chief executive

DARREN SNYDER  |  MONDAY, 12 MAR 2018
The association representing Australia's burgeoning fintech industry is searching for a new leader following the resignation of its chief executive on Friday. As the search begins to replace Danielle Szetho, FinTech Australia has appointed Sarah Worboys ...

Australia ticks boxes for ultra-high-net-worth individuals

KARREN VERGARA  |  MONDAY, 12 MAR 2018
Despite numerous initiatives to curb foreign investment, Australia is still a destination of choice for ultra-wealthy investors, according to Knight Frank's wealth report. Australia is the third most-preferred global destination for the world's ultra-high-net-worth ...