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Showing 791 - 800 of 1541 results for "Connect"

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
PPS Mutual created a new state leadership role that will work closely with financial advisers in the region. Sabrina Sequeira-Walmsley takes on the new role of NSW state manager after working as national partnership manager at the Association of Financial ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
... capabilities. It will enable investment workflows, provide advanced data aggregation, analytics and compliance tools, and connect and exchange data with other industry platforms and providers. State Street president and chief operating officer Ron O'Hanley ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... practices are expected to be sole practitioner businesses. Speaking from experience, having worked at AMP for 24 years, Connect FS Brokers chief executive Paul Tynan said: "I think they're looking at whether they should keep them as individuals or ...

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy. The levy would be based on a small percentage of earnings for Australians with income of more than $269,000 ($US200,000). ...

Asset manager hires insto sales director

KANIKA SOOD  |  MONDAY, 9 JUL 2018
A global asset manager with more than $56 billion in Australian assets is welcoming a new institutional sales director. Legg Mason, which manages $56 billion in assets in Australia, has hired a new institutional sales director from another asset manager. ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... officer of retail advised insurance, said the new roles are providing advisers with the skills and knowledge to better connect with customers and improve how they do business. "Our sector is moving away from a 'set and forget' mentality, and customers' ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
... using technology to prevent it in the first place." The move to a broad self-licensing regime has long been supported by Connect Financial Service Brokers chief executive Paul Tynan, who has described the Dover situation as a "perfect nightmare for our ...

Chief economist update: Trade war and peace

BENJAMIN ONG  |  MONDAY, 18 JUN 2018
"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Company of the Year: Honner Media Finalists: Financial & Corporate Relations (FCR) Madden & Associates WE Buchan Shed Connect Creative Agency of the Year: The Pure Agency for MCP and Allan Gray Australia Finalists: Radar for Fidelity TBWA for ANZ Mohawk ...