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Showing 51 - 60 of 148 results for "Crystal"

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... financial capacity and empowerment of its clients." Meanwhile, the FPA Financial Planner AFP® of the Year Award went to Crystal Bobir AFP® of Tupicoffs in Brisbane. She was recognised for having clearly excelled in her client relationship skills and ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... consultants and managed accounts providers who can negotiate fees on the back of their much-larger scale. "It's hard to crystal gaze but wholesale and retail channel is really going down the managed accounts path and it will put pressure on active manager ...

Chief economist update: Global easing

BENJAMIN ONG  |  TUESDAY, 13 AUG 2019
... of Australia (RBA) governor Philip Lowe practically gave his nod of approval in Financial Standard 's clear as the crystal ball's prediction (made two days prior) that the RBA is heading to zero. Read governor Lowe's lips: "Globally, if all ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... licensees and innovation. Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Ashton, Brad Matthews, Paula Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... Communications Consumer Action Network (ACCAN). Lakomy is currently a director of advice and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal ...

Influential women in private equity

KANIKA SOOD  |  FRIDAY, 8 MAR 2019
... International, she served as chief financial officer and chief operating officer while on secondment to portfolio companies. Crystal Russell, QIC Russell sits on QIC investment and management committees for global private capital and is the GAICD - principal ...

Chief economist update: Policy normalisation interrupted

BENJAMIN ONG  |  TUESDAY, 22 JAN 2019
... not ranting to bury the IMF. Its forecasts are based on the latest available information at hand when it gazed into its crystal ball last year. To be fair, you, I and Irene and "economic experts" were seeing the same thing last year - 12 full months ...

Final call for 2019 Chief Economists Forum

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... people will remind us it's the end of the cycle, not the beginning." The third factor, if Taylor looks deep into his crystal ball, is trade. He said by the end of 1Q19 there might not be a trade deal between the US and China, but there'll be ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view ...