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Showing 31 - 40 of 97 results for "Aspire"

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Coast Financial Services (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services is the fourth firm to join Count Financial from Godfrey ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... client portfolios." "Planners perceive they need to use multiple platforms to satisfy client best interests. However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments ...

Boutique wealth firm chief steps down

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... expertise to executives and professionals, business owners and retirees," O'Neill said. "Stanford Brown will continually aspire to be the best place to be a client, the best place to be an Adviser and the best place to work."

New partner at Stanford Brown

ALLY SELBY  |  THURSDAY, 9 JUL 2020
Advice firm Stanford Brown has appointed a new partner with over two decades of experience. Todd Stanford has nabbed the promotion, after just over one year with the firm. Stanford Brown chief executive Jonathan Hoyle congratulated Stanford on his promotion. ...

Mayfair to drop use of platinum

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Mayfair 101 has settled its trademark dispute with Platinum Investment Management over the use of the word "platinum" in the Mayfair Platinum brand. The settlement requires Mayfair 101 to cease using its Mayfair Platinum brand name from 30 June 2020. ...

Frontier Advisors adds to leadership

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
Frontier Advisors, which has $410 billion in assets under advice, has made an appointment for a key leadership position. David Jenkins will step into the role of head technology and operations at Frontier Advisors. Jenkins joins Frontier from his role ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... committee and competent professionals." "There is an element of social distancing in this." Challenges faced by advisers who aspire to be investment managers is the very strict fiduciary obligations they hold to their clients, along with the emotional ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... great longevity that their children don't get to enjoy their wealth until they are old themselves," he said. "Parents aspire to be the 'Bank of Mum and Dad' and provide financial support to their children. But intergenerational wealth transfer ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... her advice was in the best interests of her client, the judges said. "Crystal has the skills that new financial planners aspire to have, and has a natural ability to simplify complex matters for her clients," the FPA said. It was the first of two awards ...

Is EM an investor's saving grace?

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... Reserve Bank of Australia has an easing bias. Seven years ago RBA governor Phillip Lowe said very low rates are nothing to aspire to, and yet here we are," Doyle said. "Australians, especially those with SMSFs, are turning to global markets on the hunt ...