Search Results | Showing 71 - 80 of 101 results for %22Group Financial Advising%22 |
| | ... Peter Coupe - to 37. "We are delighted to welcome the O'Sullivan Partners team on board. Tony and Garren lead a quality group and share our culture and values of providing clients with thoughtful, robust and independent advice," said John Wylie. Having ... |
| | | ... and non-executive directors on management of complex public policy issues. He was most recently strategic advisor to the group CEO within NAB and prior to that he was a senior executive with Shell both in Australia and internationally. ESSSuper is the ... |
| | | ... OneVue unified managed account (UMA) functions include Yellow Brick Road, Australian Financial Services and Madison Financial Group. Head of OneVue Connie McKeage said an announcement on new clients is expected before the end of the year. "OneVue was ... |
| | | ... advising on this specialist area despite not being fully equipped to do so, said Christopher Batten, director at Macquarie Group Services. Speaking yesterday at the FS Technical Services Forum, a gathering of technical services managers and specialists ... |
| | | ... Moore Private Wealth, a six strong advisory team with $400 million in assets under management, has signed up to BT Financial Group's Securitor network. The private wealth boutique was created through the merger of Minchin Private Wealth, which had already ... |
| | | ... from planners that would use an increased number of platforms. Rick Di Cristoforo, managing director of Matrix Planning Group, one of those now linked to AustralianSuper is unsure whether other funds will go the same way. It's hard to say if there will ... |
| | | ... return for production of research. VanMac and Aegis - bought by Morningstar in 2010 - declined to comment. Auditors WHK Group and KPMG also failed to pick up discrepancies. KPMG signed an audit of Trio Capital's compliance plan for Astarra Strategic ... |
| | | The Australian stock market was higher at noon on resources and financials, with QBE Insurance Group shares higher after a number of announcements to the market. At 1200 AEDT, the benchmark S&P/ASX200 index was up 42.6 points, or 0.88 per cent, at 4,863.2 ... |
| | | Paul Costello, former Future Fund general manager, has been named the chair of the Stronger Super Peak Consultative Group, a panel made up of the 15 representatives of key stakeholders in the superannuation sector. The panel has been tasked with advising ... |
| | | Many Statements of Advice prepared by financial advisers contain too much irrelevant information that just adds to their preparation costs and bewilders their clients all while providing no extra compliance protection. Clare Wivell Plater, director ... |
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