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Showing 81 - 90 of 196 results for "Advisory Group"

Hedge fund industry body promotes Aussie talent

KANIKA SOOD  |  FRIDAY, 24 AUG 2018
... AIMA's global board. Rew will start his two-year term in late September. He currently chairs AIMA's investor advisory group and will continue in the role after September. At AMP Capital, he is responsible for developing absolute return and risk ...

Independent planning firm jumps into agriculture

HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
Growth Farms' recently launched farm leasing fund picked up a cornerstone investment from a $1 billion advisory group. Providence Wealth has made a "substantial" investment in the fledgling Australian Agricultural Lease Fund, making it the fund's cornerstone ...

Retirement income paper open for consultation

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... for some time now. February saw Minister of Revenue and Financial Services Kelly O'Dwyer set up nine-person advisory group to help establish the scope of a retirement covenant in the Superannuation Industry Supervision Act 1993. The SIS Act already ...

Venerable US manager eyes Australian expansion

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... Investments, established in 1958, has expanded into Sydney and appointed Michelle Kidd as vice president, institutional advisory group. Kidd joined from AMG, where she was director, Australian distribution. She will report to head of Australia and New ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

O'Dwyer names CIPR advisory group

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
A new advisory group comprising some of the superannuation and retirement industry's biggest names will assist the Federal Government in developing a Comprehensive Income Products for Retirement framework. In establishing the consumer and industry advisory ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate off the platform at the group's ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... 13% have written plans in place and 19.4% have no plan at all. UBS Wealth Management executive director, family advisory group, Asia-Pacific Edith Ang said she views the trend towards the development of succession plans as "positive", as greater emphasis ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... acquisition of; the Pride Group, LFPS FLP, Wise Planners, and Harvest Wealth in 2015; RIT, Wealthwise, Priority Advisory Group, Sterling Planners, Logiro, and On-Track in 2016; and MTP, P&P, and FHM in 2017. AZ NGA confirmed that it holds a shortlist ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Bennelong Funds Management recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory ...