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Showing 41 - 50 of 164 results for "Adviser of"

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... 145-year-old American financial services organisation. Foresters Investment Management Company which acts as the investment adviser of the First Investors funds entered into a definitive agreement with Macquarie IM on April 9. The move will see Macquarie ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... presentation of its most highly coveted awards. Hugh Robertson of Queensland's Centaur Financial Services was named Adviser of the Year, while TWD Australia took home the Practice of the Year Award. In announcing the winners, AFA chief executive ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... coveted accolades have been announced. In partnership with Zurich, the AFA has announced the three finalists for the 2018 Adviser of the Year Award. This year, Capital Focused's Tom Dawe; Centaur Financial Services' Hugh Robertson; and Elliot ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... high, the couple sought a re-evaluation which valued the property at between $480,000 and $500,000. They informed their adviser of the decreased valuation so it could be taken into account and the adviser reaffirmed they should sell. The house quickly ...

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... early this year. The banning of Grubwinkler is the latest in a series of bans applied by the regulator, with the former adviser of a NAB-aligned licensee permanently banned by ASIC for withdrawing money from private client funds for personal and business ...

UBS tops Australasian adviser tables for mergers and acquisitions

DARREN SNYDER  |  TUESDAY, 9 JAN 2018
... Singapore-based Global Logistic Properties by a consortium led by China Vanke and HOPU Logistics Investment. The top financial adviser of the year across APAC was Goldman Sachs, having advised on 64 deals worth US$ 114.7bn.

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... At this year's Association of Financial Advisers' National Adviser Conference, Donat has partnered with former AFA Adviser of the Year, Dartnall Advisers' Eleanor Dartnall, to discuss how a social media campaign could assist Australians in understanding ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... ceremony for the 2017 Practice of the Year, which went to Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. Read all the details in our third and final conference ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... financial advisers and financial advice, placing advisers in the same stead as accountants, doctors and lawyers. AFA Adviser of the Year finalist Glen James from Fortify Financial says: "We need to get on with it and lift our game as a profession. There ...