Search ResultsShowing 71 - 80 of 100+ results for Jamie Williamson
Increase adviser standards sector-wide: FSU
JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector. That is the view of the Finance Sector Union which said a process of professionalisation should extend to other ...
Advice software founder steps down
JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The founder and managing director of an ASX-listed financial planning software provider has stepped down, with a new chief executive appointed. Mark Fisher has officially stepped down as managing director of Intiger Group following a review of the ...
Read the whole thing: FASEA
JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
In his first address to the financial advice industry, FASEA chief executive Stephen Glenfield urged advisers and stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion. Addressing the 2018 FPA ...
FASEA releases draft degree requirement legislation
JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
The Financial Adviser Standards and Ethics Authority released its long awaited degree requirements for existing financial advisers and new entrants. FASEA has proposed the maximum requirement for an existing adviser be a graduate diploma of eight ...
Industry fund appoints risk executive
JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
A $2.5 billion industry superannuation fund recently welcomed a former Energy Super compliance specialist to lead its risk and governance function. Lisa Swenson joined Intrust Super as executive manager, risk in October. In doing so, she succeeds ...
Blue Sky names new chair
JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
The former chief executive of Hastings Funds Management was named the new chair of Blue Sky Alternative Investments at an AGM that also saw the announcement of a new stakeholder in the business to accelerate its rebuild. Andrew Day will succeed ...
AMP partners with Morningstar
JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... AMP director of advice research and policy Brad Green said. Likewise, Morningstar Australasia managing director Jamie Wickham said the researcher is delighted to be working with AMP. "We are confident Morningstar's rigorous independent ...
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of ...
Knowledge, action gap puts SMSF savings at risk: Research
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs ...
Poor performance a fiduciary breach
JAMIE WILLIAMSON  |  FRIDAY, 16 NOV 2018
Superannuation funds that fail to achieve healthy long-term returns when measured against peers are in breach of their fiduciary duty to members, a former Federal politician has told the 2018 ASFA Conference. Appearing as part of a panel on the ...
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