Search ResultsShowing 71 - 80 of 100+ results for Jamie Williamson
Commonwealth FP fails to meet EU obligations
JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
Hours before the final report from the Royal Commission goes public, Commonwealth Financial Planning has been ordered by ASIC to stop charging ongoing service fees. It is also barred from entering any new ongoing service arrangements with ...
Industry fund sees boost in additional contributions
JAMIE WILLIAMSON  |  SUNDAY, 3 FEB 2019
A behavioural finance program offered by a $9.6 billion industry fund has seen a rise in the number of members making additional contributions to their superannuation. The 'Save more later' initiative from Vision Super is based on the ...
Former JPMAM executive joins boutique advice group
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
The former head of institutional at J.P. Morgan Asset Management Australia has opted for a tree change, relocating to regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services ...
HNWs to embrace alternatives in 2019: Fund manager
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same. Spire Capital raised $175 million in aggregate for three ...
Morningstar distribution executive joins fund manager
JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A $6 billion New Zealand-based fund manager has welcomed a head of distribution for Australia, joining from Morningstar. The manager also recently bid farewell to its chief executive. Morningstar's former head of adviser distribution Regan Van ...
Mercer names platform provider for direct super investments
JAMIE WILLIAMSON  |  THURSDAY, 31 JAN 2019
An ASX-listed investment platform and fund administrator will provide member direct investing capabilities to Mercer's clients and superannuation members. The wealth giant is partnering with OneVue for Mercer Direct, its direct investment offering ...
SuperConcepts names interim chief executive
JAMIE WILLIAMSON  |  WEDNESDAY, 30 JAN 2019
SuperConcepts has appointed an interim chief executive, with Natasha Fenech to leave sooner than originally planned. SuperConcepts chief financial officer and general manager of product Adrian Urquhart will take over from Fenech, whose resignation ...
Robo-adviser launches high interest savings solution
JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
A robo-adviser and fund manager is launching a savings option that would see money invested in a high-interest cash exchange-traded fund. Stockspot is offering Stockspot Savings, giving clients access to competitive interest rates and leveraging ...
New rules for UK retirement income products
JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
The UK's pension fund industry is set to be hit with strict new investing rules, with proposed regulation designed to increase consumer engagement. The Financial Conduct Authority is concerned about consumers moving into drawdown and holding their ...
Australia Day honours recognise industry stalwarts
JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
Several veterans of Australia's financial services industry were recognised over the long weekend in the 2019 Australia Day Honours List. Honoured for their service to the sector, the list features a number of familiar faces, including the ...
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