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Showing 591 - 600 of 1600 results for "Steve"

Monash fund receives Lonsec rating

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
The Monash Absolute Investment Fund has been awarded a 'Recommended' rating from Lonsec. Monash Investors co-portfolio manager Simon Shields said the rating is a welcome affirmation of the fund's unique attributes and investment approach. "Monash Investors ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

Round of redundancies in IOOF product distribution team

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2016
... order to do so. There is to be a greater focus on relationships rather than traditional product based sales lines, it said. Steve Black has moved from the role of head of IOOF Employer Super to the new role of head of client delivery, responsible for ...

Munchenberg to exit ABA

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2016
Australian Banker's Association chief executive Steven Munchenberg has resigned. ABA chairman Andrew Thorburn said Munchenberg had advised him that he would now like to move on to the next opportunity in his career, following six and a half years in ...

Poll provides fresh defence against Royal Commission

MARK SMITH  |  FRIDAY, 14 OCT 2016
The Australian Bankers Association (ABA) has launched its latest defence against Labor's proposed Royal Commission, releasing new poll data that shows a fall in support for an inquiry. The poll, conducted by Galaxy between October 6-9, shows two thirds ...

Bravura hires product manager from BT

MARK SMITH  |  MONDAY, 10 OCT 2016
Software provider Bravura Solutions has expanded its APAC team with the appointment of a product manager for life insurance. David Loader joins Bravura from BT Financial Group where he held various senior product management roles within the retail life ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
Steve Harker has stepped down as chief executive of Morgan Stanley Australia. Harker is one of the longest standing financial services chief executives, having been in the top job for 18 years after assuming the role in 1998. Succeeding Harker is Richard ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
... AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded a highly commended in recognition of the high calibre of this year's entrants. ...

Client needs to drive transitioning businesses

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2016
Advisers must understand the needs of their clients in order to identify the best means of achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms ...

Australian funds rank well on ESG

MARK SMITH  |  TUESDAY, 4 OCT 2016
... this is reflective of a growing local interest in responsible investing in recent years," Lonsec Research senior analyst Steve Sweeney said. While Australian fund managers have generally performed well, Lonsec said very few funds were able to achieve ...