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Showing 611 - 620 of 1967 results for "San"

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief operating officer at Mosaic, presented to Australian-based financial advisers this week on what it takes ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... process and lead clients to better investment experiences over time." Itzkovits presented at the netwealth group study tour in San Francisco this week, a four-day program covering all aspects of fintech, financial advice and wealth management. Financial ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
Sandwiched between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

Fund manager appoints new COO

ALEX BURKE  |  THURSDAY, 27 APR 2017
Aurora Funds Management, currently embroiled in an ASIC dispute over its voting power in Molopo Energy, has appointed a new chief operating officer. Ben Norman, previously a director in EY's transaction advisory services business, will take on the role ...

Keybridge disputes board spill allegations

ALEX BURKE  |  TUESDAY, 18 APR 2017
Keybridge Capital strenuously denied that its call to appoint three Keybridge nominees to the board of Molopo Energy constitutes a "board spill." On March 14, Keybridge served a notice to Molopo requesting the latter call a general meeting to allow ...

Trump versus Kim

BENJAMIN ONG  |  TUESDAY, 18 APR 2017
Threats and counter threats are coming in fast between the United States and North Korea suggesting that neither side is backing down from a full-scale armed (nuclear or conventional) confrontation. On his visit to Seoul, US vice-president Mike Pence ...

Of war, rate hikes and balance sheets

BENJAMIN ONG  |  MONDAY, 10 APR 2017
Trump's actions against Syria show that he walks the talk, putting Chinese president Xi on notice that the US may yet make good on its threat to slap a 45% tariff on Chinese imports. America's missile assault on Syria, in retaliation for the chemical ...

Citi appoints government affairs head

ALEX BURKE  |  THURSDAY, 6 APR 2017
Citi is welcoming a new head of government affairs. James Bond joins Citi from the Association of Superannuation Funds of Australia, where he was director external affairs and investment. Prior to that, he was both the president of the Australian Services ...

Nikko AM hire targets innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
Following research into the future of product innovation and development, Nikko Asset Management Australia has created a new executive role to drive the firm's product agenda. Hendrie Koster has been appointed as head of product and strategy, with Nikko ...