Search ResultsShowing 1 - 10 of 100+ results for Jamie Williamson
CBA CFO to retire, successor named
JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017   12:40PM
Commonwealth Bank group chief financial officer David Craig will step down from the role at the close of the financial year, with the bank naming his successor. In announcing Craig's retirement, CBA chief executive Ian Narev described him as a ...
Former adviser cops ASIC reprimand
JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017   12:20PM
A former Macquarie Equities Limited adviser agreed to not provide financial services for four years as part of an enforceable undertaking by ASIC. The regulator determined that Anthony Wilson had failed to comply with financial services laws ...
Barclays fined following ASIC investigation
JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017   12:10PM
ASIC accepted enforceable undertakings from three Barclays foreign financial service providers for failing to inform Australian clients they were exempt from holding an AFSL. The enforceable undertaking was accepted following concerns that the ...
Record adviser numbers attend Sydney ABDO
JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017   12:42PM
The Financial Standard Advisers Big Day Out Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event. Held at Shangri-La Hotel, Pyrford International strategic ...
Managed accounts continue rapid surge
JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017   12:06PM
The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts ...
Professional standards need deeper thought: Consultant
JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017   11:55AM
Financial advisers must look beneath the surface of the recently enacted professional standards legislation and start combating the real challenges facing the developing advice profession. Assured Support principal and founder Sean Graham believes ...
IOOF names new tech services head
JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017   1:02PM
IOOF promoted from within to appoint its new head of technical services. Martin Breckon has been named in the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December ...
Future retirement products aided by tax exclusions
JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017   12:44PM
The Federal Government's latest development of regulation for new retirement income streams is now open for public consultation. Adding to the existing draft legislation, the government has proposed that superannuation funds and insurance companies ...
Fortnum creates professional advice framework
JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017   12:39PM
Traditional licensee models of measuring adviser performance on sales and revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created ...
Ohanessian challenges Praemium board
JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017   12:25PM
Ex-Praemium chief executive Michael Ohanessian is attempting to oust the platform's current board of directors with the support of several notable Praemium investors. Ohanessian, along with Paradice Investment Management and Australian Ethical ...
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