Search ResultsShowing 1 - 10 of 100+ results for Jamie Williamson
NAB adviser puts beneficiaries at risk
JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017   12:50PM
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. During a regular compliance review in late 2016, NAB Financial ...
Global real estate investors too nonchalant: Man GPM
JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017   12:46PM
Investors will benefit from focusing on defensive strategies within property portfolios as the overall real estate market may be gearing up for a correction. Man Global Private Markets' co-head of real assets Mikko Syrjanen believes there are too ...
Advice industry must not rest on laurels: Diamantidis
JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017   12:11PM
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters. Caboodle Financial Services' Peita Diamantidis believes the financial advice industry is failing for having only engaged 20% ...
Midwinter unveils new financial tool
JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017   12:06PM
Advice clients and superannuation fund members can now estimate how salaries and super balances stack up against their neighbour's following the launch of Midwinter's AdviceOS calculators. Described as off-the-shelf configurable calculators, the ...
AI to influence consumer trust: Medcraft
JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2017   12:47PM
Businesses looking to integrate enhanced technological capability must consider its future impacts, or else risk creating a greater trust deficit in the financial services industry. That was the warning delivered by ASIC chairman Greg Medcraft in ...
Financial advice cannot be a quick-fix: Stackpool
JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017   12:42PM
Australians are still perplexed by financial advice and its increased accessibility and affordability through technology - and big data isn't helping. Certainty Advice Group believes making financial advice more affordable, accessible and ...
Colonial First State platforms make deferred annuities more accessible
JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017   12:21PM
Advisers will soon have access to Challenger's deferred lifetime annuities through Colonial First State platforms. Speaking at an adviser event in Sydney yesterday, CFS head of retail platforms Sam Wall announced that from 1 July 2017, Challenger ...
AFA and ANZ begin search for 2017 Rising Star
JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017   11:57AM
The Association of Financial Advisers and ANZ are on the hunt for the 13th Rising Star of the Year. Nominations for the award are now open to advisers with four years' experience or less in delivering quality financial advice, actively contributing ...
New national manager for IOOF Alliances
JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017   11:56AM
A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF ...
Top super chief executive named ACSI president
JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017   11:55AM
The Australian Council of Superannuation Investors will welcome a new president and deputy president in August. AustralianSuper chief executive Ian Silk will become ACSI's third president, replacing current president Gerard Noonan (Media Super). ...
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Editor's Choice
ALEX BURKE  |   12:24PM
The founder of Sirius Fund Management is retiring from the investment management industry after 34 years.
JAMIE WILLIAMSON  |   12:50PM
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion.
EMMA RAPAPORT
Two industry associations that collectively speak for more than 100,000 self-managed superannuation fund trustees are merging to create a united voice.
JAMIE WILLIAMSON
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters.
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17 MAY 2017
As interest rates and bond yields have fallen over the last 30 years, investors have expanded their investment scope, moving beyond traditional domestic government bonds to include international government ...
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