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| | | ... in senior roles as the firm expands its technical and financial adviser support services team. Gemma Dale, former Asgard Wealth Solutions technical manager, has been appointed head of technical services. In addition to Dale, ex-Colonial First State head ... |
| | | | ... Household spending is increasing gradually, but remains constrained by high unemployment, modest income growth, lower housing wealth, and tight credit. Business spending on equipment and software is rising, though less rapidly than earlier in the year ... |
| | | | ... created role at SSgA, he will oversee the investment teams in Sydney, Hong Kong, Tokyo and Singapore. "Lochiel brings a wealth of experience in Asia-Pacific, a deep understanding of this region both from an investment and regulatory perspective, and ... |
| | | | ... dealer management at AMP Financial Planning, later moving into sales and sales management roles. In 1999, he joined Asgard Wealth Solutions in Queensland as a business development manager, becoming state manager prior to moving into a senior strategy ... |
| | | | ... target the expansion of PIMCO's presence in the platform and wrap markets. He will report to Peter Dorrian, head of global wealth management, Australia, at PIMCO. Dale replaces Matthew McLenaghan who has been appointed to a role within PIMCO Australia's ... |
| | | | ... ensure that the spouse who is leaving the fund also ceases to act as a trustee of the fund," noted the bulletin. "In the wealth management area, a person should ensure that any split they make takes into account the particular investment which includes ... |
| | | | Macquarie Private Wealth appoints three new insurance specialists to its wealth protection team, doubling its size. Formerly of Tower Australia, Nancy Peat brings 25 years of experience to the team in Melbourne while Lee Aylward joins the team from ... |
| | | | ... Yuan to appreciate would be a mistake, according to George Boubouras, head of investments, strategy and consulting at UBS Wealth Management. Politicians need to be "cognizant of the China story," Boubouris said, because "durable domestic demand in China ... |
| | | | ING Australia has launched a new online direct share trading facility in response to rising demand from advisers for more investment choices on platforms. ING's specialist wholesale administration wrap platform, Oasis Asset Management, has launched ... |
| | | | Colonial First State (CFS) has recruited a new senior executive from Macquarie private wealth for its Bankwest financial advice business. CFS has appointed Cassandra Hinze to the position of head of Bankwest Financial Advice (BWFA). Hinze joins Colonial ... |
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