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Showing 481 - 490 of 1907 results for Laura Millan

Investment professionals depressed over future employment

LAURA MILLAN  |  WEDNESDAY, 18 MAR 2015
Australian investment professionals are among the most pessimistic in the world when it comes to expectations of future employment, with nearly a quarter saying that the situation is getting worse, the CFA Institute found. The 2015 Global Market Sentiment ...

Connect Brokers sets up Asian initiative

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Connect Financial Service Brokers has set up a specialist consultancy firm dedicated to connecting small and medium advice business owners with partnership opportunities in the Asia Pacific Region. The new business, Connect ASEAN, is based in Melbourne ...

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Newly-established private wealth management firm Koda Capital has appointed two partners from National Australia Bank-owned (NAB) JBWere. Koda Capital was established late last year by former MLC chief executive Steve Tucker and former JBWere chief ...

NAB too big to change culture overnight: Thorburn

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
National Australia Bank (NAB) chief executive Andrew Thorburn has admitted that cultural change in such large organisation "probably takes five, 10 years," in light of the regulator's concerns about its financial planning arm. Thorburn noted that NAB ...

FIIG assists on $40 million corporate bond issuance

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Information technology products distributor Dicker Data has announced a $40 million corporate bond issuance, with FIIG Securities acting as sole lead arranger for the transaction. The five-year notes issue has a minimum initial investment of $50,000 ...

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Fiducian Group has incorporated four financial planning businesses to its franchise network, with an aggregate of $81 million in funds under advice. Fiducian did not reveal the names or locations of the practices, but in a statement to the Australian ...

Bridges MD leaves to join MDS Financial

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Bridges Financial Services' managing director has left the IOOF-owned licensee to join MDF Financial group as executive director of marketing and distribution. Michael Carter's appointment follows MDS Financial's acquisition of Sequoia Financial Group ...

Government "tinkering" tops super industry worries

LAURA MILLAN  |  FRIDAY, 13 MAR 2015
Superannuation industry stakeholders are most concerned about "increasing government tinkering and regulation," a survey by the Australian Institute of Superannuation Trustees (AIST) and BNP Paribas revealed. "Over 40% of respondents think regulatory ...

Revised legislation to ease foreign access to local managers

LAURA MILLAN  |  FRIDAY, 13 MAR 2015
The government's revised Investment Manager Regime (IMR) draft legislation contemplates removing tax impediments that traditionally have deterred foreign entities from using Australian fund managers. "The revised IMR legislation will provide foreign ...

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...