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Showing 661 - 670 of 1344 results for "Stephen"

Grant Samuel flags two senior appointments

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... development at MMC Asset Management, and has held roles at PwC, Westpac, AMP and Clayton Utz. New head of retail distribution Stephen Fletcher, meanwhile, was an internal promotion. Fletcher joined Grant Samuel in 2008 and was most recently state manager ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... present a best of breed fintech solution to the market," Heather said. CapitalRoad co-founder and chief executive Marshall Stephen said the gap between financial services and technology has to be seamless if advisers and clients are to maximise their ...

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
A Melbourne-based financial planner closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional ...

Trustee Partners hunts GM

KARREN VERGARA  |  MONDAY, 6 MAR 2017
... trusteeship by the end of 2017. In September 2016, Trustee Partners hired former Deloitte partner and #FSPower50 member Stephen Huppert as head of innovation. Trustee Partners was launched in 2016 as a consulting division of Tidswell Financial Services ...

Value investors facing short-term headwinds

KARREN VERGARA  |  THURSDAY, 2 MAR 2017
... doesn't want a leader who is tired and doesn't see the big picture, Murray says. Perennial's senior portfolio manager Stephen Bruce, who also spoke at the event adds that the quality of earnings reported are getting increasing airplay. Bruce warns that ...

Home deposits unwelcome in super

DARREN SNYDER  |  THURSDAY, 23 FEB 2017
... could reduce retirement savings and drive up housing prices while doing nothing to address supply. ISA chief economist Stephen Anthony said: "In the housing affordability debate, the focus should be on land release, regulation and tax subsidies that ...

Industry super attacks SMSFs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... result of members having low levels of financial literacy. Citing a 2016 working paper from CIFR, ISA chief economist Stephen Anthony said the 5.5% increase in SMSF membership in 2015 was attributable to members "having low financial literacy, high confidence ...

KPMG director becomes fintech CFO

ALEX BURKE  |  TUESDAY, 31 JAN 2017
... KPMG's deal advisory division, Matt Lewis has now joined Avoka, where he will report to previous chief financial officer Stephen Coleman - now the company's chief commercial officer. Lewis said he was attracted to Avoka because of the "enormous opportunity ...

MLC shakes up retail leadership team

ALEX BURKE  |  MONDAY, 30 JAN 2017
... general manager data, analytics and CRM; Michael Olivier as general manager of sales; Nick Lethbridge as head of product; Stephen Rosengren as head of channel development; and Mouli Ganguly as head of transformation bancassurance.

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... plus five per cent per annum, with constant volatility of 6% per annum (over a full investment cycle)." Winston Capital's Stephen Robertson said key features of the Zenith rating reflect the value placed on strong alternative beta investments. "The entry ...