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Showing 591 - 600 of 1020 results for "Simon"

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
... the product design so far, all of which (except two) are at various stages of implementation. ClearView managing director Simon Swanson was also pleased that the new industry reform package wasn't so heavily driven towards promoting fee-for-service models. ...

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor. David Simon has set up Integral Private Wealth, which will provide wealth management services under BT Financial Group-owned Securitor. Simon ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... adviser feedback. The developments were made over 18 months and involved 20 financial advisers and 16 specialist staff. Simon Micallef, head of netwealth Advice Group, said: "Model Office will continue to evolve based on adviser needs and we will continue ...

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... appointed three experienced executives from Macquarie Bank and Morgan Stanley. The appointments include Charles Moore and Simon Duckett from Macquarie Bank and Mark Pollasky from Morgan Stanley Private Wealth - they bring combined industry experience ...

AMP Capital boosts infrastructure team

ALEX BURKE  |  TUESDAY, 28 APR 2015
... investments for its Infrastructure Equity team. Based in London, Stanley will report to AMP Capital head of origination, Europe, Simon Ellis. Prior to his new role, Stanley was a director on Whitehelm Capital's Australian board and chair on its UK board. ...

JPM appoints Goldman Sachs managing director

DARREN SNYDER  |  FRIDAY, 17 APR 2015
... and technology, consumer and retail, healthcare and financial sponsor sectors to the firm. The appointment follows that of Simon Ranson as vice chairman of global investment banking. Uren has more than 20 years of financial markets experience. He joined ...

Aurora appoints OneVue founding member

ALEX BURKE  |  TUESDAY, 7 APR 2015
... Karrasch will manage sales, distribution and adviser support for the $220 million funds manager. Aurora managing director Simon Lindsay said, "After the record profit announcement for the 2014 year, Aurora has been investing in its future growth and ...

Mercer announces internal promotions

DARREN SNYDER  |  THURSDAY, 2 APR 2015
... Walsh will succeed Anderson in the managing director role. Commenting on the announcement, Mercer president EuroPac region Simon O'Regan said Anderson's promotion "acknowledges the great results he and the team have achieved in Australia and New Zealand ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... allowance and ongoing commission. In fact, they are both well wide of the mark," said Clearview Wealth managing director Simon Swanson. "Any remuneration design should support quality advice. While it should discourage over-selling and churning, it must ...

Market Wrap AM

AAP  |  WEDNESDAY, 4 MAR 2015
... Speakers at the International Women's Day Breakfast in Sydney include Erin Flaherty, Executive Director of Infrastructure NSW, Simon Rothery, CEO of Goldman Sachs in Australia & New Zealand, Sally Loane, CEO of the Financial Services Council. The Australian ...