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Showing 7921 - 7930 of 18273 results for "Plan"

J.P. Morgan appoints custody country head

ALEX BURKE  |  THURSDAY, 23 JUL 2015
J.P. Morgan has appointed a new head of custody and fund services for Australia and New Zealand. Nadia Schiavon was previously head of J.P. Morgan's treasury services division; she will now report to head of Asia Pacific custody and fund services Colin ...

Insurance advisers focusing on client segmentation

ALEX BURKE  |  WEDNESDAY, 22 JUL 2015
Clients seeking insurance advice can be segmented into three broad categories and advised accordingly, according to research by AIA Australia and the Beddoes Institute. The research paper, The advice challenge: Understanding what clients value, defines ...

Perth toll road an opportunity for super funds

DARREN SNYDER  |  WEDNESDAY, 22 JUL 2015
Superannuation funds may have the opportunity to buy in to a $1.6 billion road project in Perth after the Western Australian transport minister announced plans to sell the income stream from tolls on heavy vehicles. Transport minister Dean Nalder told ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... business and in spite of widespread digitisation, face-to-face planners will remain at the heart of the company's business plan. At a joint Financial Services Council (FSC) and Deloitte luncheon in Sydney, CBA boss Narev spoke candidly about the bank's ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
Head of technical services at AMP-owned ipac Securities has stepped down from his role to join Perpetual Private as head of strategic advice. Colin Lewis had led ipac's technical services team for the past 14 years and has over 20 years' experience ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

NSW Advisers Big Day Out kicks off next week

STAFF WRITER  |  WEDNESDAY, 22 JUL 2015
Registrations for the Financial Standard's NSW Advisers Big Day Out Investment Manager Roadshow are closing soon. The country's leading fund managers, including Altair Asset Management, Auscap Asset Management, Insync Funds Management, La Trobe Financial ...

KKR invests in German fibre-optics via $4.2bn infra fund

ALEX BURKE  |  TUESDAY, 21 JUL 2015
Following the closing of its new $4.2 billion infrastructure fund, global alternatives manager KKR has partnered with Dutch investment firm Reggeborgh to acquire a majority stake in German infrastructure company Deutsche Glasfaser (DG). Reggeborgh currently ...

Mercer appoints senior AMP exec

MARK SMITH  |  TUESDAY, 21 JUL 2015
Mercer has named the person to fill the strategic planning and delivery leader role vacated by Andrew Godfrey following his promotion to the financial services business leader position. Succeeding Godfrey is Anthony Angelucci. He joins from AMP where ...

AFA tweaking life insurance framework

ALEX BURKE  |  TUESDAY, 21 JUL 2015
The Association of Financial Advisers is refining aspects of the Life Insurance Framework developed jointly with the Financial Planning Association of Australia (FPA) and Financial Services Council (FSC). The three industry associations reached consensus ...