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Showing 81 - 90 of 227 results for %22Alliance Wealth%22

SMSF expert joins AMP board

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
... director, Slattery will begin her tenure at AMP on February 15. She left a non-executive director position at Centrepoint Alliance on 31 January 2019 to take up the role at AMP. Slattery was appointed to Centrepoint's board in November 2018. AMP ...

Labor reforms to increase welfare dependency

JAMIE WILLIAMSON  |  THURSDAY, 17 JAN 2019
... substantially impact the income of more than one million Australians, forcing them to seek welfare. In an address yesterday, Alliance for a Fairer Retirement System chair Deborah Ralston said the vast majority of those to be hit by Labor's plan are not ...

Vamos joins embattled insurer

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... to $8 million. It has also advised that it will consider the sale of its non-core financial advice subsidiary, Spectrum Wealth Advisers.

Mercer, Kogan to launch super fund

JAMIE WILLIAMSON  |  WEDNESDAY, 7 NOV 2018
... better results for clients and members," Walsh said. "In an industry where scale and cost efficiencies count, this new alliance will enable Kogan to create value at scale through their trusted online brand and huge customer base." Kogan executive director ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... clients," Wiech said. Additionally, the managed accounts provider added model portfolios to its separately managed accounts. Alliance Bernstein, UBS, Nucleus, Penda and Legg Mason all had model portfolios added to the investment menu, including several ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... general manager of platform services Lisa McCallum said: "The Nextplan private-label platform represents an innovative alliance between OneVue, Nextplan and Mercer, creating and delivering a unique, customised investment service at a lower cost." "As ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
A boutique financial advice business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... #notjustanotherplatform JP Morgan - Systematic Alpha / Global Strategic Bond Funds T. Rowe Price - T. Rowe Price Dynamic Global Bond Fund Alliance Bernstein - AB Dynamic Global Fixed Income Fund Custom Publishing Campaign of the Year (Digital): Bell ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... across domestic and international investment portfolios through professional investment managers. The managers include Alliance Bernstein, BlackRock, Ellerston, Franklin, JOHCM, Legg Mason, Pendal and UBS Asset Management. Praemium said many of these ...