|Search Results||Showing 1 - 10 of 13 results for "Kate Anderson"|
|... across the industry," Benbow said. Joining Centrepoint Alliance as group executive, advice services and solutions is Kate Anderson, formerly head of business support at IOOF's Bridges. Anderson will lead the firm's end-to-end advice and business ...|
|... from within to appoint its new head of technical services. Martin Breckon has been named in the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. Breckon joined ...|
|... both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson has more than 15 years' experience in financial services, largely ...|
|... appointed a new national manager, technical services. A long-term participant in the financial services industry Kate Anderson has joined IOOF from Super IQ, where she was the head of technical. In her role Anderson will be responsible for the management ...|
|... property in a SMSF must be continually revised to ensure it does not affect the post-retirement strategy, said Kate Anderson, Mariner Financial superannuation strategist. "If you have direct property in your SMSF, you've got to make sure you're really ...|
|... law, said the changes would relieve some of the financial stress that terminally ill people could be experiencing. Kate Anderson, head of technical services at Mariner Financial, said the proposed change would offer peace of mind for terminally ill people. ...|
|... more liberal view of the use of debt in June 30 super planning. Mariner Financial's technical services manager, Kate Anderson, said she came across very few planners who were recommending gearing. "Gearing to buy shares or property involves a tax deduction ...|
|... Super reforms flowing from last year's Federal Budget had better get busy or they might miss the opportunities. Kate Anderson, head of technical services at Mariner Financial services, said, "There's a lot of work to do between now and 1 July to amalgamate ...|
|Mariner Financial has appointed its head of technical services, Kate Anderson, to the new role of superannuation and retirement strategist, a critical step as Mariner revs up to introduce new superannuation-related financial planning strategies and ...|
|... their ownership proportions they can simply transfer units to one another. Mariner technical services manager, Kate Anderson, reported that by using the SMSF option, rather than a public offer fund, investors can access all their funds for investment ...|
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|