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Showing 621 - 630 of 1057 results for "Private Wealth"

Former NAB risk committee chair joins Wingate

ALEX BURKE  |  MONDAY, 6 NOV 2017
... very successful formula, and he will be a real asset to the fund." Levin was profiled in the latest edition of FS Private Wealth. Read it here.

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... clients have high quality cover that meets their needs has always been the priority," BTFG general manager advice and private wealth Jane Watts said. "We will be going through a rigorous selection process supported by independent input to make sure the ...

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... head of financial markets at IRESS, and prior to that was a long-serving Macquarie Group executive, working across private wealth, mortgages, global investments and insurance finance for more than 18 years. Commenting on his new role, Rady said investors ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... to disrupt the advice industry, rather to complement it, says Pettit, who is also managing director of Advocate Private Wealth. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler - Hewison Private Wealth Future2 Community Service Award Mary-Louise Gnoato AFP(R) - Commonwealth Financial Planning Luke McCoy CFP(R) - Elevate Financial ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... need. Strategy and asset allocation decisions are more crucial than ever. #AFAau 9.50am - Michael Ward from Maxim Private Wealth receives AFA Excellence in Education Award. Helen Russo from Encompass Wealth receives 'Highly Commended'. Nick Hakes, AFA's ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions at the Office of the Australian Information ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... Australian Philanthropic Services and Atrium Investment Management, as well as a non-executive director of Fitzpatrick Private Wealth, non-executive director of Global Value Fund Limited, Antipodes Global Investment Company Limited and Argo Investments ...