Search ResultsShowing 1 - 10 of 100+ results for Jamie Williamson
Sunsuper, corporate super fund merge
JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2019
Sunsuper has completed another merger, integrating a 74-year-old corporate superannuation fund. CBH Super, the Perth-based corporate super fund of the CBH Group, was merged into Sunsuper on April 29. It marks Sunsuper's fourth merger in the ...
Global equities boutique opens Australian office
JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
A US-based global equities boutique has established an Australian office, with a former Perpetual Private analyst appointed to lead the local business. Sustainable Growth Advisers, headquartered in Connecticut, has opened an office in Sydney to ...
RBC I&TS Australia lead departs
JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
The managing director of RBC Investor & Treasury Services in Australia has departed, with a new general manager role introduced. After a decade with the custodian, David Travers has left RBC Investor & Treasury Services. A spokesperson confirmed ...
Frontier Advisors adds consultants
JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
Frontier Advisors is expanding its consulting team with two new hires from Mercer and Lonsec. In response to new business growth, the advisory firm will welcome Daniel Leslie and Adrian Hoe as consultants. Both will operate in Frontier Advisors' ...
Former UBS AM research lead joins fund manager
JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The former head of research at UBS Asset Management has taken a new role with a $6 billion fund manager. After 17 years at UBS AM, Marissa Rossi is joining the Sydney-based Australian equities team of Milford Asset Management as senior analyst. ...
ANZ changes advice model, cuts Prime Access
JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased ...
Advice practice supply outweighs demand
JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
The valuation gap between high-quality financial advice businesses and conventional practices is growing, with the sector quickly turning into a buyers' market. Latest insights from Radar Results show the valuation gap between high-quality ...
Ken Marshman departs JANA
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Ken Marshman is stepping down as chair of JANA and his successor has been named. Marshman has announced his retirement from the JANA board and Fiona Dunn has been named as his successor. Marshman commenced his transition to retirement in 2013. He ...
Sargon launches SMSF alternative
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Financial advisers and their clients now have an alternative to the traditional self-managed superannuation fund, with Sargon partnering with an $11.5 billion platform to launch a small APRA fund. Sargon has partnered with HUB24 to provide advisers ...
MAX Awards 2019: Get voting
JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2019
The finalists for the 2019 Financial Standard MAX Awards have been named and voting is now open. Voting is now open for the annual MAX (Marketing, Advertising and Sales Excellence) Awards, recognising individuals, teams and organisations in the ...
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