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Showing 661 - 670 of 740 results for "Adam"

AUI appoints head of research relationships

... helps advisers with their own client relationships and strategies, as well as building AUI's institutional presence," said Adam Coughlan, AUI's general manager - retail. Australian Unity Investments is the funds management arm of financial services ...

FitzGerald retires, Adams comes onboard

RUTH LIEW  |  THURSDAY, 13 MAR 2008
After more than 34 years in global credit, Colonial First State Global Asset Management co-head of global fixed interest and credit, Tony FitzGerald, has announced his retirement and will be succeeded by Tony Adams. FitzGerald, who will be retiring ...

Back to school for MA providers

RUTH LIEW  |  FRIDAY, 1 FEB 2008
... the history of managed accounts, showcasing overseas MA experiences and how that relates to the Australian context," said Adam Dawes, IMAP member and head of portfolio and financial services at Shaw Stockbroking. MAs have traditionally garnered a stronger ...

Life ban for adviser after altering codes

RUTH LIEW  |  THURSDAY, 17 JAN 2008
Disgraced Tasmania-based financial adviser Adam Grant has been permanently banned from providing financial services after being caught manipulating broker codes to siphon commission payments. ASIC banned Grant, who was employed with Shadforths Limited ...

Great Southern branches outside agribusiness

MICHAEL HOBBS  |  TUESDAY, 11 DEC 2007
Agribusiness manager Great Southern has called on the investment muscle of Perennial, SG Hiscock and Adam Smith Asset Management as it steps out of its traditional domain. Great Southern has launched an All Caps Australian Share Fund and a Domestic ...

iMap spearheads MA education

... its education and compliance-focused initiatives for 2008. Speaking at the final briefing session this year, iMap member Adam Dawes outlined an education program due to begin next year that is designed to help financial advisers understand and incorporate ...

One in 10 investors are switchers

MICHAEL HOBBS  |  TUESDAY, 27 NOV 2007
... under management of more than US$100,000, making it a lucrative consumer segment for financial institutions. Senior analyst Adam HonorA(C) said while there were similarities between people who are nearing retirement and those who are retired, there are ...

AUI expands retail arm

MICHAEL HOBBS  |  WEDNESDAY, 31 OCT 2007
... appointments reflect AUI's commitment to putting in place the resources to ensure it can meet the needs of the retail market," Adam Coughlan, general manager of retail at AUI, said. He said HortonAndrews would be involved in identifying and developing ...

AFA makes room for Gen Xers

CHRIS NICHOLLS  |  TUESDAY, 30 OCT 2007
... Richard Klipin. The council will comprise national coordinator Brad Fox, Esther Althaus, Michael Grammatico, Susan Impey, Adam Smith Jason Danjoux, Scott Anderson, Colette Thunig, Mark Stubbings, Gerry Porter (AFA Queensland Director) and AFA chief executive ...

CFS awards $450m portable alpha mandate

CHRIS NICHOLLS  |  TUESDAY, 23 OCT 2007
... Robert Waldner, Franklin Templeton Fixed Income Group senior vice president and portfolio manager, will manage the fund. Adam Quaife, Franklin Templeton Australia's head of retail, said the mandate represented a vote of confidence in their global fixed ...