Search ResultsShowing 41 - 50 of 100+ results for Jamie Williamson
Approved diplomas, bridging courses confirmed
JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
The Financial Adviser Standards and Ethics Authority announced the first raft of current and historical graduate diplomas and bridging courses to be approved by the body. The diplomas and bridging courses approved, from select higher education ...
Advice group adds general manager
JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
A former national sales manager at J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be ...
Fund manager exits global debt, chief resigns
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Supervised Investments' chief executive Michael Ohlsson has resigned following a decision by the fund manager to pull out of global debt markets. In a statement to Financial Standard , Ohlsson said Supervised Investments Australia Limited (SIAL) ...
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% ...
International firm acquires advice group
JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. ...
Final farewell for industry association
JAMIE WILLIAMSON  |  FRIDAY, 7 JUN 2019
After more than 96 years as a recognised industry association, members of the Superannuated Commonwealth Officers of Australia have come together for the last time. About 100 of the industry body's remaining members attended its final meeting - a ...
Global manager welcomes former CFSGAM head
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
The former head of client relationships at Colonial First State Global Asset Management has joined the leadership team of a $695 billion investment manager. MFS Investment Management has named Daniel Bristow as director of consultant relations in ...
Platform distribution lead departs
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
The head of distribution and marketing at an ASX-listed platform provider has resigned. Xplore Wealth confirmed Tony Nejasmic is leaving to take on a new role elsewhere. Financial Standard understands he has accepted a new role at Lonsec. Nejasmic ...
Top performing ESG options revealed
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
In honour of World Environment Day, Rainmaker has ranked the top performing ESG investment options offered by superannuation funds. Latest Rainmaker analysis shows ESG options offered by super funds are some of the most consistent performers over ...
Suncorp Super faces action over adviser pay
JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
Two law firms are working to bring a class action against a retail superannuation fund, with existing and former members suing over conflicted remuneration paid to financial advisers. Suncorp Portfolio Service, also known as Suncorp Super, is ...
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