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| | | ... with US quantitative manager PanAgora Asset Management and will introduce new quantitative strategies for Australian advisers and retail investors. Rachel Elfverson has been appointed as regional distribution manager for Queensland and will be responsible ... |
| | | | ... the 2015 AFA Rising Star. The AFA Rising Star of the Year Award, supported by ANZ Wealth, recognises exceptional new advisers who provide quality financial advice, demonstrate a commitment to education and make a valuable contribution to their profession ... |
| | | | ... previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers, initially announced in November 2014. The update added that some losses were also driven by "increased investment market ... |
| | | | ... simply focusing on practice numbers," said Futuro executive chairman Dennis Bashford. He added, "We appreciate that our advisers run unique practices of their own and we spend a lot of time in getting a clear understanding of what they want to achieve ... |
| | | | The Association of Financial Advisers has appointed a new member services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial ... |
| | | | ... fee-for-service, and AIA products. As part of the new hub, AIA has also released the AIA Connect iPhone app, which gives advisers mobile access to client policies and applications. "Advisers have many aspects of their business to focus on. Some may be ... |
| | | | ... Houlihan explains the technical side meant he was often responsible for running personal development days for financial advisers on superannuation law, tax, social security "and all those fun things." Being among the superannuation industry since it ... |
| | | | ... BT Panorama is essentially an overhaul of the Asgard and BT Wrap investment platforms and is initially being sold to advisers who can already access cash, term deposits, managed portfolios and managed funds. Shuttleworth hinted at the potential of BTFG ... |
| | | | ... executive Steve Davis. Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally advisers are required to "outsource" estate planning to external service providers - and in many cases clients "just won't do it," ... |
| | | | ... ASX market," explained Australian Corporate Bond Company chief executive Richard Murphy. "We're working closely with advisers and brokers to help further educate retail investors about the role of corporate bonds within a diversified and well balanced ... |
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