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Showing 71 - 80 of 210 results for "Independent Financial Adviser"

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... primarily responsible for identifying opportunities to strengthen and grow Australian Unity's independent financial adviser channel. He will also lead the development of new products and services to support growth of the overall advice business. ...

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
J.P. Morgan Asset Management appointed two executives from CFSGAM and Dimensional as it bolsters distribution in Australia. Joining the $2.3 trillion asset manager's Australian business are James Matt and Jacqui Crothers. Matt will work as a JPMAM consultant ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... that the new product coincides with Contango recruiting a new distribution team focusing on the independent financial adviser (IFA) market, which follows the company previously reducing its headcount as part of a relocation from Melbourne to Sydney in ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... McKenna described the recommendations made by Henderson as "risible." "I thought that if I went to an independent financial adviser I wouldn't be subjected to the product flogging associated with the big banks and yet all I'm being flogged is Henderson ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... McKenna described the recommendations made by Henderson as "risible." "I thought that if I went to an independent financial adviser I wouldn't be subjected to the product flogging associated with the big banks and yet all I'm being flogged is Henderson ...

Contango restructure sees reduced headcount

ALEX BURKE  |  THURSDAY, 5 APR 2018
Following its acquisition of Switzer Asset Management, Contango Asset Management (CGA) has reduced its headcount and is relocating to Sydney as part of a wider restructure to focus on retail distribution. Speaking to Financial Standard, CGA chief executive ...

Prime Value appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 3 APR 2018
A former portfolio manager at Contango Asset Management is taking on a new role at Prime Value Asset Management. Richard Ivers joins Prime Value's Australian equities team as a portfolio manager. He will also be responsible for managing Prime Value's ...

CGA acquires Switzer, appoints new chief executive

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
Contango Asset Management entered into an agreement to acquire all remaining equity in Switzer Asset Management and has appointed a chief executive. Contango currently owns 46.25% of Switzer AM. Consideration for the remainder will be 7,166,667 CGA ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... ASX-listed financial services firm is welcoming a new state manager for NSW/ACT to grow its share of the independent financial adviser market. ClearView has promoted business development manager Michael Fox to the role, charged with building support ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... Planning. The regulator's investigation found Connor took advantage of his trusted position as an independent financial adviser by using client's money for personal gain and engaging in conduct which could have caused significant losses to clients. ASIC ...