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Showing 621 - 630 of 1020 results for "Simon"

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... The combined group will have FUMA of $6.9 billion and $148 million of premiums under advice. ClearView managing director Simon Swanson said: "It is ClearView's intention to maintain the Matrix brand and key people so as to continue to grow the combined ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... improving its Model Office program through its Pathway Licensee Services business. According to head of netwealth Advice Group Simon Micallef, all of the financial planning adviser tools have been overhauled to ensure scalable documents across fact finds ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... media is going to be a key thing when choosing licensee." Speaking on the same panel netwealth Advice Group head of advice Simon Micallef said that the company was ready to "evolve" and had planned to have an adviser committee on social media. "We want ...

Super tax in firing line

MARK SMITH  |  FRIDAY, 8 AUG 2014
... of economics and fixed income strategy for Australia and New Zealand Su-Lin Ong and ASPAC-KPMG head of financial services Simon Gleave. The expert panel debated everything from the slowdown in China to housing bubble fears. Ong expressed concern about ...

CBA sees two top execs step down

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... the group executive committee in three different leadership roles. CBA group executive of international financial services Simon Blair will also step down from his role and the executive committee on October 31, 2014. Narev said that "Simon has decided ...

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
... economics and fixed income strategy Su-Lin Ong, BT's chief economist Dr. Chris Caton and KPMG's head of financial services Simon Gleave. In social media, the FSC will be encouraging delegates to join the @FinServicesCouncil conversation on #fscannual ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... looking to retain staff fundamentally because it helps to have consistency." Premium Wealth Management chairman and founder Simon Wu said his board was attracted to Australian Unity for many reasons, including their long term involvement in the accountants' ...

New Investors Mutual LIC gets rating and platform approval

MARK SMITH  |  THURSDAY, 17 JUL 2014
... record of performance across market cycles." Lonsec also noted its high conviction "in the calibre of Anton Tagliaferro and Simon Conn as value investors across the market capitalisation spectrum" with the "highly accountable performance driven investment ...

AXA IM appoints Asia Pacific head

MARK SMITH  |  MONDAY, 14 JUL 2014
AXA Investment Managers (AXA IM) has appointed Simon Flood to replace Jean-Pierre Leoni as head of its Asia Pacific business. Leoni is returning to his native France after four years in Asia. He will lead AXA IM's client management group. Based in Hong ...

Allan Gray Australian Equity Fund highly recommended by Zenith

MARK SMITH  |  MONDAY, 7 JUL 2014
... below their long-term intrinsic value. Zenith praised Allan Gray's eight-strong investment team, led by managing director Simon Marais and Simon Mawhinney, who joined the group from AllianceBernstein in 2006. Before becoming a professional investor Marais ...