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Showing 61 - 70 of 120 results for "Partners for"

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
... Morgan, flagging further hires over the next 12 months. Stephen Arnold, who managed more than $1 billion at Evans & Partners for six years, established Aoris Investment Management in November 2017. Before Evans & Partners, he was a global equities senior ...

Industry fund signs super code, slashes premiums

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... powerful example of the value of our merger with Kinetic and how we're adopting best practice from each of the merger partners for the benefit of all our customers," Hartley said.

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Good Super partners for Dump Trump investment option

ALEX BURKE  |  TUESDAY, 6 MAR 2018
Good Super is partnering with a US-based investment adviser to launch a suite of new investment options for members, including "Dump Trump" and "Boycott Adani." OpenInvest will provide advisory services for the new options, which Good Super said will ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... are looking for." Koda chief executive Paul Heath added: "As Koda grows we have been carefully selecting the right partners for our business, and with the three new partners announced today it demonstrates we continue to attract the elite advisers in ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
ASX-listed diversified financial services business Euroz has engaged a boutique investment firm to develop its first managed account offering. Following an extensive review process, Euroz has selected Innova Asset Management to build and oversee tailored ...

ANZ Wealth partners for mental health support

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
ANZ Wealth is piloting a mental health coaching service in partnership with Remedy Healthcare. Customers lodging income protection claims relating to depression or anxiety will have the option to undertake a complimentary, phone-based Remedy Healthcare ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider. The recently re-branded platform has agreed to deliver a white label platform ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...