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Showing 521 - 530 of 574 results for Kerrie Sydee

Cash top of mind for investors

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Cash has overtaken real estate and domestic equities as the dominant asset class as Australians become increasingly more conservative in their investment choices, according to the Legg Mason 2016 Global Investment Survey. The survey revealed there was ...

Former AFA director joins myonlineadvisers

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Myonlineadvisers has partnered with former director and national GenXT chair of the Association of Financial Advisers (AFA), Fraser Jack, in a move to expand the boutique licensee. Partnering with founder James Sutherland, Jack will work nationally ...

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses. ...

Volatility driving SMSF diversification

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
A growing number of self-managed superannuation fund (SMSF) trustees are looking for greater diversification options in a bid to escape market volatility and reduce their exposure to the Australian share market, according to new research by AMP Capital. ...

AUI appoints investments general manager

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Australian Unity Investments (AUI) has appointed Geraldine Barlow as general manager - investments. Barlow joins AUI from the New Mexico State Investment Council, where she was head of real return and real estate. In the role she managed a portfolio ...

LUCRF Super appoints head of investments

KERRIE SYDEE  |  MONDAY, 11 APR 2016
LUCRF Super has appointed Leigh Gavin as head of investments for industry super. Gavin joins LUCRF Super from Frontier Advisors, where he spent the last 14 years across a number of senior roles including, head of Australian equities and head of property. ...

Frontier appoints two senior consultants

KERRIE SYDEE  |  MONDAY, 11 APR 2016
Frontier Advisors has appointed Greg Barr and Anthony Michael as senior consultants in a bid to broaden the firm's range of expertise. Barr will commence his role on 3 May 2016, focusing on client servicing and managing some of Frontier's key advice ...

APRA releases report on Trio investigation

KERRIE SYDEE  |  MONDAY, 11 APR 2016
The Australian Prudential Authority (APRA) has released its report on its investigation into the failure of Trio Capital Limited (Trio) and loss of up to $150m. The investigation resulted in the removal of 13 former Trio directors from the superannuation ...

Life Insurance Risk Market inflows up 6.6%

KERRIE SYDEE  |  FRIDAY, 8 APR 2016
Overall life insurance risk market inflows continued to climb but at a slower rate in 2015, up 6.6% from $14.4bn to $15.4bn according to research from Plan for Life. All leading companies experienced increases in their risk business led by TAL (19.3%) ...

Blue Sky takes alternatives to the next level

KERRIE SYDEE  |  FRIDAY, 8 APR 2016
Blue Sky Capital Venture has invested in US plus-size fashion brand ELOQUII as part of a $19.8m series B funding round. The $19.8m ($15m USD) Series B funding is financed by Blue Sky Venture Capital, Wildcat Capital Management, Greycroft Partners, Daher ...