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Search ResultsShowing 1 - 10 of 27 results for "Capstone"
CFM local head takes on new role
KARREN VERGARA  |  FRIDAY, 8 JAN 2021
... launches. Stephen Shepherd, who was managing director and head of Asia Pacific at CFM for two and a half years, has joined Capstone Investment Advisors. Shepherd is now the head of Asia Pacific region at Capstone, a global investment manager using derivatives-based ...
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... 28, Aware Financial Services gained 26 and Insight Investment Services doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers each while Sequoia picked up 20. Macdonald thinks, looking forward to 2021 ...
Navigator takes stake in investment portfolio
ANNABELLE DICKSON  |  THURSDAY, 13 AUG 2020
... of US-based Lighthouse Investment Partners will take minority ownership interests in Bardin Hill Investment Partners, Capstone Investment Advisors, CFM, MKP Capital Management, Pinnacle Asset Management and Waterfall Asset Management. The firms collectively ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... the years, he moved on to work as a business development manager at Australian Unity and network development manager at Capstone Financial Planning. Lifespan chief executive Eugene Ardino said Gershkov's experience in practice management would be ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The ...
Former Labor senator joins Sargon
HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... regulatory and policy settings and the evolving nature of superannuation." Conroy described his appointment to as "the perfect capstone" to his prior experiences, noting the considerable time he spent in parliament focusing on both superannuation and ...
New degree tackles adviser education standards
KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... in high demand. As such, these will be offered as an advanced course in the new Master's program, together with a capstone unit that integrates skills learnt across all subject areas. There are more than 25,000 individuals currently licensed by ASIC ...
Gender diversity in advice dormant
JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... topping the list at 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting ...
Dealer groups lift due diligence post Dover
JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... on at least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL ...
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