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Showing 51 - 60 of 100+ results for Alice Uribe

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
Premium Wealth Management has hired former IOOF audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
Australian Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended ...

Bendigo and Adelaide Bank reaches agreement in Great Southern case

ALICE URIBE  |  THURSDAY, 24 JUL 2014
An agreement has been reached in the legal battle between Bendigo and Adelaide Bank and lenders who invested in Great Southern, with the borrowers admitting that their loans are valid. Around 8200 investors borrowed more than $550 million from the bank ...

PROFILE: Head of Australian operations at Western Asset Management Anthony Kirkham

ALICE URIBE  |  MONDAY, 21 JUL 2014
... Anthony Kirkham, the country head of fixedA income giant Western Asset Management, found his calling at a young age. Alice Uribe finds out how he steers a ship that quadrupled its funds under management to $20 billion despite challenging times. Anthony ...

FoFA disallowance vote will save "millions"

ALICE URIBE  |  TUESDAY, 15 JUL 2014
The government's deal with the Palmer United Party (PUP) to retain the Future of Financial Advice (FoFA) legislation will save the financial services industry millions of dollars according the Financial Planning Association (FPA). Commenting on the ...

Alphinity fund gets rating upgrade from Zenith

ALICE URIBE  |  TUESDAY, 15 JUL 2014
The Alphinity Australian Share Fund (ASF) has received a 'Highly Recommended' rating from Zenith Investment Partners. The ASF is Alphinity's flagship fund. Its process seeks to identify companies who are more likely to experience a short-term earnings ...

GESB outsources admin to Link Group

ALICE URIBE  |  TUESDAY, 8 JUL 2014
The Government Employees Superannuation Board (GESB) has outsourced the management of its superannuation administration services to the Link Group. Western Australian Treasurer Mike Nahan said outsourcing the administration would allow Western Australian ...

AFA and ANZ Wealth search for tenth Rising Star

ALICE URIBE  |  TUESDAY, 1 JUL 2014

Former WealthSure financial adviser gets jail time for fraud

ALICE URIBE  |  TUESDAY, 1 JUL 2014