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Showing 641 - 650 of 1360 results for "Advisors"

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... believe it's in SMSF trustees' best interests to report information as soon as possible so details can be shared between advisors, providers and members, and therefore help prevent any notional earnings accruing on excess transfer balance determinations," ...

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... acquired 100% of the equity in Australian Capital Financial Planning, along with Accountable Financial Solutions and TK Advisors. Commenting on both Aura's expansion and Faddy's appointment, Aura head of funds and wealth management Craig Mowll said ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser and director, having also worked at Just Advice Financial Services - the firm acquired by Fortuity. Just ...

Vanguard recruits former industry fund CIO

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
... million industry fund in February of this year after three-and-a-half years, succeeded by former State Street Global Advisors business development manager, institutional sales vice president Chris Artis. Artis had previously served as a consultant to ...

Former Wallabies captain joins Stockspot

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2017
... investment advice and experience," Brycki said. Separately, Mortlock is also a partner at boutique asset manager Peak Advisors. He was also made a Member of the Order of Australia in 2012.

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead. Speaking at the inaugural Financial Standard Best Practice Forum ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... he says. It's both the capacity constraints and the increasing retail interest in alternatives that's driven former K2 Advisors managing director Samuel Mann to establish a firm in partnership with Ironbark Asset Management designed to address these ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... director and head of iShares Australia Matthew Arnold, head of SPDR ETF strategy & research - APAC, State Street Global Advisors Arnie Selvarajah, chief executive, Bell Direct Sudir Raju, managing director, exchange traded products Asia, FTSE Russell ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
... advice under the new super regime. It joins Beacon Financial's growing list of brands which include Risk and Investment Advisors Australia, Interactive Mortgage and Finance, and Endeavour Super.

Currency and managing volatility: Financial Standard spot poll

DARREN SNYDER  |  MONDAY, 26 JUN 2017
... currency management in managing volatility in a global equities portfolio?' The poll, sponsored by State Street Global Advisors, addresses currency as one of the key concerns advisers have when building global equities exposure in model portfolios. SSGA ...