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Showing 7561 - 7570 of 12421 results for "Focus"

Zurich identifies investment megatrends

MARK SMITH  |  WEDNESDAY, 29 JUL 2015
Zurich Financial Services has identified five megatrends which it believes will determine the most plausible investment opportunities for the medium to long-term. In a new whitepaper, titled "Investable Megatrends", the company identifies factors - ...

JPM appoints sales exec from netwealth

LAURA MILLAN  |  WEDNESDAY, 29 JUL 2015
... Morgan funds business in NSW and Queensland. Ordon will report to J.P. Morgan national sales manager Brett Mennie and will focus on expanding the market insights program to the northern region. The program provides advisers with market and economic insights ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
Generation Y-targeted advice firm Wealth Enhancers has set up its own Australian Financial Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go ...

AMP Capital appoints new MD

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... developing AMP Capital's strategy and has led the delivery of key projects over the last six years. "Adam will continue the focus on driving AMP Capital's international and domestic growth and outstanding investment performance." Tindall will assume ...

FEATURE: Alternatives - Taking the plunge

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... a closer and deeper relationship with clients you could talk through the cost-benefit analysis on why it makes sense to focus on returns," he says, "but when you're more removed from the end-investor, they may not be aware of that. But they're definitely ...

Nikko announces Americas sales head, new products

MARK SMITH  |  MONDAY, 27 JUL 2015
... are excited to have Fred DeSerio take on a greater leadership role at Nikko Asset Management as we expand our geographic focus," said Takuya Koyama, executive vice president and global head of sales. "He will be upgrading our business development capability ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... executive chairman and co-founder Ray Miles, who will step back from the day-to-day running of Fortnum Financial Advisers to focus on leading the whole group. Former Shadforth Financial Group regional practice manager and head of client relationship ...

NAB refunds $25m to Navigator Wrap customers

ALEX BURKE  |  FRIDAY, 24 JUL 2015
... Group business' assets. The average customer pay-out will be $400, including interest. "NAB Wealth has applied significant focus to our breach identification and reporting processes, which is what led to NAB originally reporting this legacy issue to ...

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... financial planning to the adviser - insurance planning, estate planning and transition-to-retirement. "FoFA really made advisers focus on personal, specific advice. It's not around managing the nitty gritty of investments. This just gives them one less ...

Member engagement a danger to super savings

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... explained that members' real interests are retiring and having a pension. Behavioural finance shows that "as humans, we tend to focus on overconfidence as opposed to bad parts; and the bad part is often so visceral and so dramatic that it creates all ...