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Showing 31 - 40 of 178 results for Media release

AMP, AXA sign merger transaction agreements

MEDIA RELEASE | MONDAY, 29 NOV 2010

The AMP- AXA tie up has edged closer to completion with the three main parties (AMP, AXA APH and AXA SA) signing binding merger transaction agreements today. The transaction documents set out the key commercial terms to allow the merger of AMP and AXA ...

FPA unveils Value of Advice winners

MEDIA RELEASE | FRIDAY, 26 NOV 2010

Dennis Jones, Charles Badenach and Stephen Priestley have been named this year's Financial Planning Association Value of Advice award winners. Jones, Badenach and Priestley were announced as winners of the awards respectively for wealth accumulation ...

Kingston Capital signs on Powerwrap SMA

MEDIA RELEASE | FRIDAY, 26 NOV 2010

WA-based planning firm Kingston Capital will transfer $200 million of investors' assets to Powerwrap, after signing a deal with the admin provider allowing Kingston to offer clients a separately managed account service. The agreement will enable Kingston ...

New investment consultant for MilitarySuper

MEDIA RELEASE | FRIDAY, 26 NOV 2010

Towers Watson has been appointed as the principal investment consultant for the Military Superannuation and Benefits Scheme ('MilitarySuper'). "We welcome Towers Watson as a new service provider to MilitarySuper and look forward to their contribution ...

Shorten unveils advisory panel

MEDIA RELEASE | WEDNESDAY, 24 NOV 2010

Bill Shorten, the Minister for Financial Services and Superannuation, has unveiled a new financial advisory panel to help with the Government's Future of Financial Advice reforms. "The Panel will play a key role in lifting the level of professional ...

Advice costs 'halved' with new system

MEDIA RELEASE | WEDNESDAY, 24 NOV 2010

Infocus Money Management will launch its new in-house client management system to close the gap between what Australians are willing to pay for advice and what it costs to provide. The financial planning network has developed a fully-integrated client ...

Tasmanian former adviser charged for no AFSL

MEDIA RELEASE | TUESDAY, 23 NOV 2010

John Vafiadis, previously of Hobart, has been charged for running an advice business without an Australian Financial Services license. Vafiadis appeared in the Hobart Magistrates' Court charged with two counts of carrying on a financial services business ...

Aviva offers direct SMAs, model portfolios

MEDIA RELEASE | TUESDAY, 23 NOV 2010

Aviva Investors has launched a new Separately Managed Account (SMA) service and is offering investors access to model portfolios based on two of its existing managed funds. The Aviva Investors Dividend Builder model portfolio has been developed for ...

New rules for investment advisers: SEC

MEDIA RELEASE | MONDAY, 22 NOV 2010

The Securities and Exchange Commission is proposing new rules to strengthen the regulator's oversight of investment advisers. The SEC's proposed rules will implement provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This includes ...

Staff upheaval at BTIM

MEDIA RELEASE | MONDAY, 22 NOV 2010

Two senior portfolio managers are set to leave BT Investment Management (BTIM), it was revealed last week. Scott Osborne, who manages two income strategies, will leave the fund manager while Jack Chemello, who co-manages three Australian equity funds ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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