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Showing 741 - 750 of 1105 results for "CALI"

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
TAL-aligned dealer group Affinia has announced the winners of its 2015 Adviser Awards. Targeted at recognising the professional achievements of Affinia's risk advisers, the awards are split into four categories. The first, Adviser of the Year, was won ...

OneVue appoints RI services head

STAFF WRITER  |  MONDAY, 31 AUG 2015
OneVue has appointed a new head of investment accounting and responsible entity services. Prior to OneVue, Mark Bennett held positions at Fundhost, E-Trade Australia, Credit Suisse AM, Westpac, Perpetual and Abbey Life. Another recent appointment is ...

The horse still refuses to drink

BENJAMIN ONG  |  FRIDAY, 28 AUG 2015
The tsunami that has swept the financial market world last week right through to Monday has left and gone... and once more, the sun shines and the sky's blue. This means that the Fed can go ahead and lift, right Virginia? More so after last night's ...

TAL appoints Macquarie and AMP vets

ALEX BURKE  |  FRIDAY, 21 AUG 2015
TAL has appointed a chief operating officer and chief general counsel. Justin Delaney joins TAL in the new COO role from Macquarie Bank's banking financial and services group, where he is currently head of wealth products and platforms. Before his current ...

Insto investor acquires $236.6m US property

LAURA MILLAN  |  MONDAY, 17 AUG 2015
QIC has bought a $236.6 million (US$174.4 million) shopping centre on behalf of a major Australian institutional investor. The acquisition represents QIC's first 100% owned US property and it follows the investor's two-year US real estate joint venture ...

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley. The financial ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

Capital Group chairman passes away

MARK SMITH  |  THURSDAY, 23 JUL 2015
James Rothenberg, the chairman of active investment management giant Capital Group, has died at the age of 69. Rothenberg, who recently celebrated 45 years with the company, suffered a heart attack on 21 July. He served in a variety of leadership positions ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

Neuberger Berman appoints manager from JPM

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
Investment manager Neuberger Berman Australia has created the role of relationship manager and appointed an executive from J.P. Morgan. Angela Verco will be responsible for leading the firm's relationships with Australian clients. Verco had a similar ...