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Showing 11 - 18 of 18 results for "dealer group"

Hejaz Financial Services make senior banking appointments

RACHEL ALEMBAKIS  |  WEDNESDAY, 15 DEC 2021  |  NEWS
... be responsible for driving growth, developing new relationships and sourcing referral partners through the Hejaz Dealer Group network. Sahi has a background in law and finance as well as experience working in superannuation and insurance, wealth, sales ...

Ethical fund manager sets ambitious FUM target

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... confirmed that it will be on more platforms in the near future. Bunning and Bredberg will focus on adviser outreach, dealer group APLs and other models, while Wakefield will also work with advisers, as well as the high net worth, charity, foundation ...

Peering into the sustainability crystal ball for 2018 - what lies ahead?

RACHEL ALEMBAKIS  |  FRIDAY, 2 FEB 2018  |  NEWS
Responsible and ethical financial products will continue to enjoy strong demand, while climate change, modern slavery and human rights are issues that will dominate the engagement agenda in 2018. Matthew Bell, EY Oceania climate change and sustainability ...

Alpha Fund Managers invests in Australian Ethical Australian Shares Fund

RACHEL ALEMBAKIS  |  FRIDAY, 25 AUG 2017  |  NEWS
... Australian Ethical is experiencing strong growth in the adviser channel with representation on all major platforms, broad dealer group support, and a strong pipeline of adviser enquiries." In 2016, Australian Ethical grew by 37% in assets under management ...

RIAA reviewing responsible investment certification program

RACHEL ALEMBAKIS  |  WEDNESDAY, 11 FEB 2015  |  NEWS
The Responsible Investment Association Australasia (RIAA) is reviewing its certification program with the goal of making adjustments to reflect the growing interest in responsible investment products, fund managers and investment advisers. Simon O'Connor ...

O'Halloran to step down as RIAA executive director

RACHEL ALEMBAKIS  |  WEDNESDAY, 22 AUG 2012  |  NEWS
Louise O'Halloran is stepping down as executive director of the Responsible Investment Association Australasia (RIAA), after 11 years in the position. In that time, RIAA has grown to represent members with over AU$650bn in funds under management, ranging ...

Emerald Club and Premium Wealth Management sign alliance

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 AUG 2012  |  NEWS
The Emerald Club has announced a strategic alliance with financial planning group Premium Wealth Management. Premium will take a 25% ownership stake in the Emerald Club, and, in a separate deal, will introduce the Emerald Club's offer to Premium's affiliated ...

Australian Ethical names exec director business development

RACHEL ALEMBAKIS  |  WEDNESDAY, 11 JAN 2012  |  NEWS
... Zurich Financial Services, Lonsec and BT Financial Group and has held positions as chairman of a financial planning dealer group and director of a wrap platform and administration business. "Steve's appointment reflects our commitment to growth, expansion ...
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