NTAA Hits Back At Criticism From the Financial Planners Association of Australia

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NTAA Hits Back At Criticism From the Financial Planners Association of Australia. More than 800 members of The National Tax & Accountants’ Association (NTAA) attending a seminar in Sydney have

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Maximising the value of your business

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As we are regularly reminded by the media, we are entering a period of unparalleled intergenerational wealth transfer as the baby-boomer generation reaches retirement age. It’s also a period where

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2010 – How ‘healthy’ are Australian practices?

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As Australia’s baby boomers move inexorably towards their retirement, many will turn to their financial adviser for help and guidance. How much will they need to fund their retirement? What

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Magnitude tackles the future at fifth annual conference

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Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, “Swing of the Pendulum,” against the backdrop of Byron Bay.

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MLC appoints Stuart Keighran to new role

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  MLC has further expanded its investment management team with the appointment of Stuart Keighran to a newly created role of Portfolio Manager, Property and Unlisted Assets. Stuart takes responsibility

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PIMCO Australia strengthens its retail team

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Leading bond fund manager PIMCO Australia has today announced the appointment of Michael Dale as Investment Specialist, servicing the retail market, including financial planners, as it looks to expand its

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Matthew Englund appointed head of dealer groups

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Mark Spiers, BT Financial Group’s General Manager of Advice, today announced the appointment of Matthew Englund to Head of Dealer Groups, which incorporates Securitor and Magnitude, following the resignation of

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BT Wrap’s 3-year development program delivers next stage: model portfolio tools

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BT Wrap today launched their model portfolio enhancements to support advisers with the increasing complexity and costs resulting from the explosion of self managed super funds and increasing investor demand

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MLC appoints Nicky Richards as Chief Investment Officer

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MLC today announced the appointment of Nicky Richards as Chief Investment Officer (CIO) following an extensive international search. Ms Richards has more than 20 years experience in global investment markets

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BT Wrap and Asgard platforms dominate AFR Investor Awards

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The calibre of BT Financial Group’s two platform businesses and the people who support them was reflected with BT Wrap and Asgard both taking home awards at the annual AFR

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