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Showing 71 - 80 of 119 results for %22Venture Financial Advisers%22

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
... division of Crowe Horwath First Financial has joined BT Select. First Financial was established in 2013 following a 50% joint venture with Crowe Horwath. First Financial has $1.1 billion in funds under advice, 60 staff, including 17 financial planners ...

AllianceBernstein appoints new CEO

JAMES FERNYHOUGH  |  WEDNESDAY, 18 DEC 2013
... experience in retail investment marketing and was responsible for AllianceBernstein's former retail distribution joint venture in Australia and New Zealand with AXA Asia-Pacific Holdings. Bob Keith, AllianceBernstein's New York-based executive managing ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... firm, you can't be really small and independent," he said. Rowe explained that Hood Sweeney firstly partnered in a joint venture with Shearer + Ellis. "As we worked more and more together, we realised that we could merge." Finding the right match is ...

AIA hoping to increase engagement through fitness

LAURA MILLAN  |  WEDNESDAY, 27 NOV 2013
... through fitness and has started a pilot program that will fully launch in early 2014. The AIA Vitality program is a joint venture between the group insurer and South Africa-based specialist insurer Discovery. Vitality will be sold through financial advisers ...

Clients want a "social" relationship with advisers

ALICE URIBE  |  MONDAY, 15 JUL 2013
... adviser could be working his or her own brand, the brand of the business, the dealer group brand and if there is a joint venture, then there is a JV brand," he said. "How do you reconcile that and be consistent in your brand and your businesses strategic ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
... LGBT community in Asia, estimated to be 200 million strong with spending power of more than $800 billion. Under the joint venture, known as LGBT Wealth, LGBT Capital will provide the LGBT-specific information, contacts and marketing, while Financial ...

Moneysoft to launch hassle-free data gathering software

LAURA MILLAN  |  TUESDAY, 19 MAR 2013
... director and founder Peter Malekas said. The group was founded on October 2010 and is a Sydney-based company backed by Sydney venture technology firm BlueChilli.

AFA names Female Excellence in Advice finalists

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
The Association of Financial Advisers (AFA), in conjunction with TAL Life, has named the six finalist of this year's 2012 Female Excellence in Advice Award. The Award is about encouraging more women to consider financial advice as a career, to champion ...

China trip provides first-hand insights

STAFF JOURNALIST  |  MONDAY, 8 OCT 2012
... of China's biggest companies, such as China Mobile which has a market capitialisation of $175 billion, and BMW's joint venture partner, Brilliance Motors, which supplies luxury cars. Stimulus programs have also seen a property recovery, as well as increased ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
... Peter Johnston, AIOFP executive director. OneVue will partner with Personal Choice Management (PCM), a platform joint venture company that is 98% owned by AIOFP members and 2% owned by the AIOFP on behalf of its members. This is the second private label ...