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Showing 621 - 630 of 1967 results for "San"

Global healing

BENJAMIN ONG  |  TUESDAY, 28 MAR 2017
It could have been triggered by anything imaginable under the sun, but the financial markets' correction - due to Trump's repeal/replace Obamacare failure - should be seen as that, one that "corrects" overvalued levels that have run ahead of fundamentals. ...

Record crowd rocks FICAP

DARREN SNYDER  |  FRIDAY, 24 MAR 2017
The Financial Industry Community Aid Program (FICAP) raised more than $200,000 at its 11th annual 'Who Wants to be a RockStar?' fundraiser last night. Heavy rains couldn't dampen the spirits of FICAP's record crowd of more than 900 who rocked out in ...

Citi boosts wealth team

ALEX BURKE  |  FRIDAY, 24 MAR 2017
Citi is expanding its wealth management business with four new hires. Danica Hampton joins Citi as head of investment specialists. Prior to this role she was head of currency overlay and solution sales at NAB; and global markets research senior strategist ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
Implemented Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ...

Women in Super launch 2017 scholarships

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
Applications for the third annual Women in Super and AGSM@UNSW Business School scholarship program are now open. The scholarship provides members of the Women in Super NSW chapter with the opportunity to attend one of the Australian Graduate School ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
The Financial Planning Association Conduct Review Commission Disciplinary Panel has expelled financial adviser Darren Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice ...

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
Myer Family Company is welcoming three new hires to its investment team, including a chief investment officer. The family office has appointed Michael E. Drew as chief investment officer along with the Adam Walk as head of investments. Drew and Walk ...

Xero CFO takes on new role in leadership shuffle

ALEX BURKE  |  WEDNESDAY, 1 FEB 2017
A senior manager at cloud-based accounting software company Xero will now have a combined role as part of organisational changes mentioned back in October. At the time, Xero's board said that management changes would allow chief financial officer Sankar ...