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Showing 631 - 640 of 1010 results for "Private wealth"

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Johns beat out competition from fellow finalists Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq Financial Services and Navwealth Financial Group.

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... advocate for women who run their own small business; and Lea Schodel, an award-winning financial adviser at MHP Private Wealth who is fast making a name for herself under her #mindfulwealthmovement initiatives. Rounding up the elite group were Patricia ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... identities, working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... of the year are Darren Johns from Align Financial, Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. Practice of the Year finalists are Henderson Maxwell, Meqid Financial Services and Navwealth Financial Group, and the finalists ...

PIMCO hiring for 20 new roles in Asia expansion

ALEX BURKE  |  MONDAY, 12 SEP 2016
... repression of low to negative interest rates, earn sustainable income, and reduce volatility," Mogelof said. "The private wealth base continues to grow in Asia ex-Japan with an expectation that it will surpass North America's individual wealth base in ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... services revenue penetration." Youkhana has also previously overseen the strategic and business operations of NAB Private Wealth's wealth management business as head of financial advice and investments. The newly created role follows the resignation ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... independent and timely research to support advisers in making informed decisions," Malkin said. Geoff Worrell, head of private wealth at Baillieu Holst said: "BondAdviser is a highly-regarded provider of fixed income research backed by an excellent technology ...

IRESS integrates stockbroking tool

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
IRESS has integrated a stockbroking service into its Private Wealth Management platform. OpenMarkets will now provide clearing and execution services through the IRESS platform. This will enable advisers to generate bulk orders for client portfolios ...

Shaw and Partners restructures management

ALEX BURKE  |  TUESDAY, 30 AUG 2016
... the new arrangement, managing director Allan Zion will be appointed co-chief executive alongside current head of private wealth Earl Evans, who was previously chief executive of Macquarie Private Wealth North America. Zion will oversee Shaw and Partners' ...

Pinnacle director departs after Wilson acquisition

ALEX BURKE  |  MONDAY, 29 AUG 2016
... Deutsche Bank Australia and the Centre for Independent Studies. He is also the former chair of Deutsche Bank's private wealth management business for Australia and New Zealand, an ex-director at ABC, the Australian Ballet and Channel Ten and a partner ...