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Showing 921 - 930 of 1853 results for "Financial Group"

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... before with both new and existing participants adding to the dynamic nature of the market. "We haven't yet seen BT Financial Group hit their stride in this space as it is still a developing service for them, and we're about to see Colonial First State ...

Prime establishes new business division

ALEX BURKE  |  TUESDAY, 29 AUG 2017
Recently hitting $1 billion in funds under management, wealth and accounting firm Prime Financial Group has established a capital division to provide corporate advisory, transaction, restructuring and capital raising services. Prime said the new division ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
... further investments in its Sydney offices, following on from a round of senior appointments which include former BT Financial Group head of SMSF Craig Lawrenson as chief operating officer. "Overall, we are pleased that HUB24 is continuing to grow and ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
Spring Financial Group will launch a full suite of dealer group services with a specialist superannuation and retirement planning firm among the first of its representatives. The ASX-listed advice group will begin offering dealer group services to financial ...

Financial services leaders push for marriage equality

EMMA RAPAPORT  |  THURSDAY, 24 AUG 2017
... superannuation funds AustralianSuper and HESTA, to banking institutions CBA and Westpac, and investment managers BT Financial Group and StateStreet have signed an open letter which supports "diversity in the workforce", and argues that the "rights and ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development Jessica Brady, Netwealth's Matt Heine and futurist Anders Sorman-Nilsson - overwhelmingly supported ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group; chief investment officer and executive chairman of Territory Funds Management Jonathan Hoyle - chief executive officer ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
... its wealth management division proved to be one of the highlights for MyState last financial year. The Tasmanian financial group's wealth management arm increased its funds under management at the fastest rate in many years, up 8% to $1.1 billion. Its ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... commercialising relationships to meet net sales targets. Prior to this, he held senior roles at Asgard and BT Financial Group working as a senior business development manager and a wraps specialist respectively. In appointing Mathie, Devoy said she is ...

Magellan officially ramps up retail offering

ALEX BURKE  |  THURSDAY, 10 AUG 2017
Alongside its annual results which report a slight dip in net profit, Magellan Financial Group officially highlighted its plan to launch an initial public offering for a new ASX-listed investment vehicle. The Magellan Global Trust will target a 4% cash ...