Search ResultsShowing 21 - 30 of 100+ results for Jamie Williamson
Saxo launches digital access to Chinese bonds
JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAR 2019
Australian institutional clients of Saxo Bank have been given digital access to Chinese bonds via its global multi-asset offering. Enabled via mutual bond access program Bond Connect, qualified Australian and global institutional investors can now ...
WTW Australia asset consulting lead joins super fund
JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... years at PwC Australia. Taylor has returned to Perth for his role with GESB, having started his career there with Williamson Nance in 1997. Williamson Nance was acquired by PwC in 1999. Separately, in December 2018 GESB removed exit fees, family ...
Class makes managed accounts play
JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...
Grandfathered commissions ban unconstitutional: Association
JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
A financial advice industry association is looking to take the Government to the High Court over the planned ban on grandfathered commissions, arguing the changes may not be constitutionally valid. The Association of Independently Owned Financial ...
New managed portfolio education hub launched
JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...
ASIC releases AFSL approval data
JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
Of the 1728 new Australian Financial Services Licence applications ASIC considered last financial year, 758 were approved. Close to 200 AFSLs were cancelled in the same period. Latest statistics from ASIC show that of the 758 approvals, 303 ...
Sunsuper introduces advice fee caps
JAMIE WILLIAMSON  |  THURSDAY, 28 FEB 2019
Sunsuper has introduced financial advice fee caps to combat unnecessary balance erosion, further ensuring the Sole Purpose Test is met. From this week, the $60 billion industry fund has capped the fees payable to a financial adviser via a ...
ANZ reshuffles leadership team
JAMIE WILLIAMSON  |  THURSDAY, 28 FEB 2019
ANZ is shedding its single governance and accountability structure, appointing two group executives to share responsibility for the Australian business' financial performance. The bank is introducing a new management structure to better navigate ...
Fintech expands team for ongoing growth
JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
A wealth management technology and service provider has made a raft of appointments to support significant growth seen in 2018. FinClear said it experienced headcount growth of 120% over the last 12 months and expects the trend to continue, adding ...
'Best in show' a no go: KPMG
JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
The Productivity Commission's recommendation of a 'best in show' list for superannuation funds will not be adopted, according to KPMG. In a new report, KPMG states it is highly unlikely a shortlist of default super providers will eventuate. This is ...
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