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| | | ... those who are not actively considering a financial planner or cannot afford one," Investment Trends head of research for wealth management Recep Peker said. "Most current generation robo advisers are focused on investment selection, but these tools have ... |
| | | | ... facilities). "We are delighted to have an individual of Brad's calibre and experience as the independent chair. He will bring a wealth of strategic insights, many years of industry experience and strong leadership to the newly formed IAC," IFM Investors' ... |
| | | | Local Government Super (LGS) has appointed former NGS Super head of financial planning to the role of head of advice. Andrew Dunkerley has over 20 years' experience in financial services, including senior roles at NGS Super and Industry Fund Services. ... |
| | | | ... fund veteran Michael Brookes, Change Investment Management founder Lisa Wade and former 2IC executive general manager, wealth at Bendigo Bank, Matthew Dent. Instreet managing director George Lucas said the new partnership was a "great opportunity for ... |
| | | | ... a strong quantitative background but importantly, possesses a sound understanding of stock fundamentals. "He also has a wealth of experience in tax-effective investing, an area of significant importance for many of our Australian clients. We are confident ... |
| | | | A former super fund chief executive, a technology venture capitalist, a private wealth management expert and a financial services company CEO joined forces to uncover some of the country's outstanding philanthropic initiatives. Former State Super chief ... |
| | | | ... following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice, which specialises in advising wealth accumulators and UK expats is run by principal Scott Dawkins and is joined by senior adviser Matt Bradley. Fortnum ... |
| | | | ... He is currently a non-executive director of Millinium Capital Managers, chairman of the investment committee at Ignition Wealth, a non-executive director and member of the audit committee for Suncorp Portfolio Services, and is a non-executive director ... |
| | | | Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network. The partnership represents a significant ... |
| | | | ... markets Sarah Rennie; Westpac chief executive Brian Hartzer; AMP chief executive Craig Meller; Bell Potter Securities head of wealth management Heather Zampatti; Australian Finance Group managing director Brett McKeon; Bendigo and Adelaide Bank chief ... |
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