Search ResultsShowing 31 - 40 of 100+ results for Jamie Williamson
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can ...
Andrew Boal departs Willis Towers Watson
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
After about 30 years at Willis Towers Watson, Andrew Boal has left the business and his successor has been named. Willis Towers Watson said Boal decided to leave the business, with Australasian operations now being streamlined to better align with ...
Former adviser charged over super theft
JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
A former financial adviser was charged with 20 dishonesty offences after stealing clients' superannuation savings for his own use. Daniel McSweeny appeared in Downing Centre Local Court in Sydney this week facing 20 charges relating to dishonest ...
Grandfathered commissions: Where to from here?
JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
Almost two-thirds of financial advisers are against the removal of grandfathered commissions. A recent poll conducted by Financial Standard's sister publication FS Advice found 63% of respondents do not believe the payment of grandfathered ...
Long-serving platform expert jumps ship
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A senior business development manager from managedaccounts.com.au moves to BT Financial Group. After 10 years of working as a business development manager at managedaccounts.com.au, in charge of NSW and Queensland clients, Paul La Macchia is taking ...
ASIC cans advice business AFSL
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A boutique financial advice business has had its AFSL cancelled for failing to adequately manage conflicts of interest after clients were advised to invest their superannuation in the practice. ASIC has cancelled the AFSL of Evermore Money ...
Centrepoint Alliance boosts executive lineup
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
Centrepoint Alliance has made a raft of appointments to its leadership team in support of its ongoing strategic refresh. The group has now added a new group executive of people and transformation, a chief technology and marketing officer, and an ...
Portfolio implementation delays costing investors
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the ...
Adviser exam draft legislation released
JAMIE WILLIAMSON  |  MONDAY, 17 DEC 2018
The Financial Adviser Standards and Ethics Authority released draft legislation for the adviser examination, including what it will cost to sit the assessment. Following consultation, FASEA has determined the exam will be a 3.5 hour supervised test ...
Royal Commission sparks risk book sell-off
JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report. According to Radar Results, there has been a jump in the number of planners looking to sell risk ...
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