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Showing 5151 - 5160 of 9821 results for "Advisers"

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
... them. Research provider Morningstar has recently expanded its own sustainability ratings of listed companies to help advisers and other fund selectors understand the ESG tilt of mutual funds. Through a partnership with Sustainalytics, a score of 0-100 ...

Zurich establishes risk specialist team

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... on its licensee support proposition through an increased capacity to develop bespoke content and support licensees and advisers with relevant consulting services. "As the life insurance advice landscape continues to evolve, so too are the content needs ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... insurance, investment and self-managed super funds. Bentleys Wealth Advisors will bring together a new team of financial advisers and give clients direct access to Bentleys NSW and its accounting, tax and audit services. Bentleys NSW chair, Nigel Banks ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... part of a team." Fitzpatricks managing director, John McMurdo, welcomed Daniel among the latest addition of financial advisers to join the national advisory and wealth management firm. "Paradigm embodies our approach of high quality holistic advice and ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... and acquisitions group at AMP and the national manager of the equity program of AMP's former licensee, Genesys Wealth Advisers. Prior to AMP, he worked as the New South Wales state manager at Leveraged Equities/Bendigo Wealth, and was senior manager ...

Australians overconfident when it comes to income risk

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... experience of disability or death can lead people to take income protection more seriously. Australians ranked financial advisers as the best source for information on income protection products but Bailey noted an industry wide movement was needed to ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 personal clients and more than 2000 corporate super members. The firm ...

Morningstar research director returns from Chicago

MARK SMITH  |  FRIDAY, 5 AUG 2016
... confirmed there are no other changes to its manager research team at this time. "We remain committed to providing investors, advisers, and other financial professionals with independent, timely research on Australian and New Zealand managed funds, exchange-traded ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... progressive broking firm. "This partnership highlights the use of managed accounts as an increasingly attractive solution for advisers who wish to offer their clients a more efficient way to manage and connect with their investment portfolios."

BNPP IP appoints head of advice

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... held national responsibility for BlackRock's retail client business incorporating bank-owned and independent financial advisers, private banks and research relationships. He also held other roles within BlackRock, including director of the institutional ...