Search ResultsShowing 61 - 70 of 100+ results for Kanika Sood
NSW adviser banned for 25 years
KANIKA SOOD  |  TUESDAY, 22 JAN 2019
The Federal Court has handed down a 25-year ban to a New South Wales financial adviser and wound up two companies related to him following an ASIC investigation . Starting in 2008, Graeme Walter Miller advised SMSFs and other clients of CFS Private ...
Advice firm hires from Macquarie Private Wealth
KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two ...
Global multi-boutique eyes Australia
KANIKA SOOD  |  MONDAY, 21 JAN 2019
A $45 billion multi-boutique founded by a former Natixis deputy chief executive is heading down under to win super fund mandates and to potentially buy Australian boutiques. iM Global Partner takes minority, non-controlling stakes in small asset ...
SMSF returns not accurate in Productivity Commission report
KANIKA SOOD  |  MONDAY, 21 JAN 2019
The Productivity Commission's final report quoted SMSF costs at "close to double" of the actual cost of running SMSFs $500,000 or less in net assets, Class said. In July last year, Class made a submission to the PC saying APRA and ATO used ...
Advice jobs are coming: Recruiter
KANIKA SOOD  |  MONDAY, 21 JAN 2019
Advisers and paraplanners face a year of booming job prospects, as the industry switches into hiring mode after a tough year of regulation, a large recruiting agency reports. According to the latest Hays Jobs Report, advice businesses sat on ...
Industry fund chief executive moves to life insurer
KANIKA SOOD  |  MONDAY, 21 JAN 2019
The chief executive of an $8 billion industry fund is leaving to take the top job at a life insurer. Statewide Super chief executive Richard Nunn will join MetLife as its next chief executive on May 1, leaving the super fund at the end of February. ...
UniSuper awards fixed income mandate
KANIKA SOOD  |  FRIDAY, 18 JAN 2019
A Melbourne bond manager won a $180 million mandate from UniSuper as the super fund increased its allocation to fixed income. UniSuper appointed Jamieson Coote Bonds to manage about $180 million in Australian government bonds in November. The ...
Primary digs heels on Aurora fund
KANIKA SOOD  |  FRIDAY, 18 JAN 2019
Primary Securities is sticking to its attempt to take over as responsible entity of the Aurora Absolute Return Fund. This is despite Aurora's refusal to acknowledge the validity of Tuesday's vote. On Tuesday at a meeting held in Canberra ...
Investors rage coup against Aurora
KANIKA SOOD  |  THURSDAY, 17 JAN 2019
Investors in the troubled Aurora Absolute Return Fund have voted to boot Aurora Funds Management as the responsible entity. However, Aurora contests the validity of this vote. The challenger is Primary Securities, backed by some investors of the ...
Principal appoints Australian country head
KANIKA SOOD  |  THURSDAY, 17 JAN 2019
A global asset manager has appointed a new country head for its $4.5 billion Australian business. Principal Global Investors Australia is welcoming Helen de Mestre in the top job. Mestre was previously a managing director, leading relationship ...
Link to something D5MEBz7l