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| | | ... portfolio manager and chief investment officer. He was most recently senior investment adviser for AllenbridgeEPIC Investment Advisers in the UK - a company of independent investment experts who advise pension funds and investment committees on investment-related ... |
| | | | ... Sydney and was established in 2000 by principal, Tim Eustace. The company has approximately 30 employees, including five advisers, all of whom will join Perpetual Private Wealth. Grosvenor will continue to operate as a specialist advisory division of ... |
| | | | ... per cent reviewed their cost structures every six months, used Business Process Improvement (BPI), consulted external advisers and implemented the changes over a seven to 12 month period. Ingo Walter, professor and director at SimCorp StrategyLab, said ... |
| | | | ... around the fund's executive pay could pose a setback to the industry funds movement, which has long campaigned against advisers and their conflicted remuneration and trail commission model. GESB could also prove a test case for the Cooper Review, which ... |
| | | | ... submission to the Ripoll Inquiry last month recognising the need to work closely with regulators to 'weed out' those advisers who, through reckless or self-serving actions, risk tarnishing the whole industry's reputation, said Browning. Meanwhile, Browning ... |
| | | | ... good business was more than just about winning awards. Planwell saw its risk business improve throughout the GFC as its advisers met the needs of clients who wanted added protection from the market fallout. And while investment dollars had slowed, the ... |
| | | | ... billion in reported assets. Peter Rowley, Chief Commercial Officer at Powerwrap, said that "while we have a number of advisers who are already using our platform, Lateral Thinking is the firm's first significant wholesale client relationship." Rowley ... |
| | | | ... service, Accelerate, throughout next month and November. The firm planned launch events across the country next month for advisers to learn about Tower's new insurance platform. Accelerated Protection also combines three existing products, and provides ... |
| | | | ... adviser was uncomfortable for many people, but now mylink removes that obstacle," said Eckersall. For example, financial advisers no longer need to question clients about their personal health and medical history - questions that can sometimes be sensitive ... |
| | | | Six financial advisers from across the country have been selected as finalists of the seventh Association of Financial Advisers (AFA) Adviser of the Year Award. The award will go to the adviser that gets the highest score in seven key areas, including ... |
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