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Showing 911 - 920 of 1853 results for "Financial Group"

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
After suspending trading last week, Sequoia Financial Group has acquired a major Australian broking firm and says it will complete another purchase originally flagged in June. Morrison Securities, part of the ASX Group since 1985 and formerly owned ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... reaction and good communication, Betts said, adding managed accounts are delivering on all three aspects. Praescius Financial Group founder and managing director Gareth Jakeman, who spoke about the benefits of goals-based planning using managed accounts ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
... particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial Group founder and managing director Gareth Jakeman urged advisers thinking about moving to a managed accounts solution to have ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

SSGA hires head of SPDR ETFs

EMMA RAPAPORT  |  WEDNESDAY, 13 SEP 2017
... industry, including senior leadership roles in asset management and Australian distribution. She joins SSGA from BT Financial Group where she was national partnership manager. Previously she held roles in sales management, strategy and product development ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... customer focus and professional excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia Schortinghuis of Lighthouse Capital. Likewise, the AFA Practice of the Year Award ...

BT appoints CIO and grows investment team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
BT Financial Group has named its new chief investment officer, revealed further additions to its investment team, and confirmed the search for a new asset allocation head. Having served in the role since the departure of Martyn Wild in March, Corrin ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... Commonwealth Bank of Australia. Maz Zaman will also join as head of sales, having led large sales teams at BT Financial Group, Link Advice and CBA. "Sriram brings a very deep knowledge of international equity markets technology to the team, which will ...

Financial stress devastating Australian lives: Research

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
... stressed (71.3% v 8.7%) Nearly nine out of 10 (88%) avoid social functions reasonably often, four times higher A BT Financial Group study published in May also found similar levels of financial stress existing within the Australian community, with a ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
... digital advice to clients of APP Securities, the brokerage and investment banking firm formed when parent AIMS Financial Group acquired the assets from the administrators of BBY Group. This encompasses risk assessments, trade execution, portfolio monitoring ...