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Showing 601 - 610 of 1022 results for "Simon"

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 ...

JPMorgan appoints investment banking vice chairman

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... chairman of global investment banking for Australia and New Zealand, reporting to head of investment banking Grant Dempsey. Simon Ranson left Citigroup in July, where he had worked for 10 years, most recently as head of mergers and acquisitions, and ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
... Matrix, the upgrade to our LifeSolutions product range and the launch of WealthFoundations," ClearView managing director Simon Swanson said. The investment required to support the group's growth strategy had an adverse $1.6 million underlying net profit ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... can have confidence that their adviser is genuinely meeting their best interest obligations," ClearView managing director Simon Swanson said. "Shelf space fees are inequitable in the financial services industry and we believe they should be banned. A ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... and private banking will further boost the experience in the netwealth Advice Group team," head of netwealth Advice Group Simon Micallef said. Cogle will be responsible for growing the business channel across the eastern coast. "We remain committed to ...

Equip appoints new member director

ALEX BURKE  |  FRIDAY, 16 JAN 2015
Equip has appointed Jane Simon as a member director following previous member director Trevor Birkbeck's retirement last year. Simon previously served as partner and executive director, private wealth management at Goldman Sachs/JB Were. "We are extremely ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
... authorised representatives and clients." When the potential acquisition was revealed, Premium Wealth founder and chairman Simon Wu cited cultural and philosophical parallels as reasons for partnership with Australian Unity, while chief executive Paul ...

AIA and Nest launch accelerator program

HARRY PAGE  |  THURSDAY, 11 DEC 2014
... entrepreneurs. The initiative is a collaborative effort between AIA and Nest, a Hong Kong based investment incubator led by Simon Squibb. The program is aimed at providing mentorship to start-up companies with innovative ideas and technology about healthcare. ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... management and investment and wealth entities. The state winners for the FPA award were Infinity Wealth Solutions adviser Simon Podesta, from Western Australia, McPhail HLG Financial Planning adviser Simon McGuirk, from Victoria, and Genesys Wealth adviser ...