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Showing 5421 - 5430 of 9286 results for "wealth"

ING exec moves to Core Logic

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... operations of US based data analytics company, Core Logic. Claes has more than 20 years' experience in the banking and wealth management industries, which followed an earlier career as a barrister. She is currently director and chair of LIXI, director ...

Boutique asset manager signs new exec

DARREN SNYDER  |  WEDNESDAY, 13 JUL 2016
... manager - sales, is Angus Graham. He formerly held senior roles at ANZ Global Markets including the head of money markets, wealth sales and the head of the investor services group. Prior to this Graham held leadership roles at Commonwealth Bank, including ...

NAB appoints independent customer advocate

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... governance and reputation and NAB's executive leadership team. The customer advocate-banking role follows the appointment of NAB Wealth's independent customer advocate in May 2015. The ABA today announced an independent review of commissions made to ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Boutique financial services firm, MGD Wealth recently appointed a director of risk and succession. Joining the MGD team is Andrew Proudfoot, who will focus on the provision of financial risk mitigation strategies and high level strategic business succession ...

Zurich appoints Macquarie vets

ALEX BURKE  |  TUESDAY, 12 JUL 2016
... oversee proposition management across Zurich's life risk and investment businesses. Macquarie Queensland state manager wealth management, Dave Evans, will also join Zurich as national sales manager, retail risk. He will report to head of distribution ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... Lifeguard Financial Services, APS Financial Planning and Mornington Financial services from Melbourne, Redthorn Private Wealth from Adelaide, and The Money Barre from Sydney have all joined Fortnum/FPSA in the last six months. Fortnum Financial Advisers ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
... Colonial First State will join an industry superannuation fund as its chief strategy officer later this month. Joining Mine Wealth + Wellbeing from 25 July is Vasyl Nair. He will lead a new corporate strategy and be responsible for its development, social ...

ME makes peak appointment

MARK SMITH  |  FRIDAY, 8 JUL 2016
... contribution to sport. ME chairman Ken Hodgson said: "Cheryl will be a tremendous addition to the ME Board, bringing a wealth of experience to the organisation. "She is an outstanding leader and her breadth and depth of experience will assist the growth ...

ClearView appoints three new BDMs

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
ClearView Wealth has appointed three new business development managers (BDMs), as the group positions itself for further growth. James Blanton has been appointed BDM NSW/ACT, Nick Dowling BDM VIC/TAS and Richard Monroe BDM QLD. Blanton joins ClearView ...