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Showing 81 - 90 of 337 results for "Potter"

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... presumably benefit from remuneration received for providing advice," IMAP said in a regulatory update. IMAP chair Toby Potter wrote a letter to FASEA chief executive Stephen Glenfield explaining managed accounts. "One of the principal drivers of the ...

SG Hiscock hires from Macquarie

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... distribution across New South Wales and Queensland and a new business development executive - both from Macquarie Group. Matthew Potter steps into the investment specialist position, based in Sydney. He has 30 years' experience in investments, most recently ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Management won the Australian fixed interest category and Soteria Capital took out the multi asset class award. IMAP chair Toby Potter said the awards judging panel was impressed by the quality and depth of entries. "It was a very close contest in each ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... significant part of the advice profession, with many managers and licensees now offering portfolios," said IMAP chair Toby Potter. "The managed account programs that are offered by advice firms are an important development that we want to recognise." ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... shareholders are expecting - then you exit that business." FSC economics and tax senior policy manager and panel chair Michael Potter agreed, and said it could be nothing more than evaluating the return on equity offered in banking being higher than ...

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... position, responsible for leading the sales and marketing function across Bell Direct and its brands Desktop Broker and Bell Potter Online. A key focus will be driving investor and adviser take-up of Bell Direct's growing suite of products and spearheading ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
... May, he joined Pendal Group as head of private bank, broker and family office distribution. He previously worked at Bell Potter Securities in intuitional sales and trading, and is a former financial adviser at Morgan Stanley Smith Barney. Ophir manages ...

Industry fund adds board directors

ELIZABETH MCARTHUR  |  MONDAY, 8 APR 2019
... new members to its board of directors, which now only comprises 10 seats. CareSuper has welcomed Linda Scott and Robert Potter, following the retirements of long-serving directors Cate Wood and Gabriel Szondy and the completion of Andrea Walter's term. ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the investigative accountant.

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... fronts towards the end of 2018 - the Royal Commission's potential recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. ...