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Showing 5521 - 5530 of 9822 results for "Advisers"

Pengana grows team ahead of fund launch

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... 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 ...

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
... 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 ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... 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 ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... 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 ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
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 ...

AIA launches adviser support service

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... 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 ...

PROFILE: SuperBPO chief executive Michael Houlihan

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
... 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 aiming at advisers and SMSFs

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
... 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 ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... 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," ...

XTBs added to Praemium, HUB24 super platforms

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... 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 ...