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Showing 10141 - 10150 of 22150 results for "Tim"

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... accounts. Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing ...

Roaring forties produce super member tailwinds

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
Superannuation members invested in lifestage funds and aged between 40 and 50 have produced an outstanding 12-month return on retirement savings according to the latest super fund analysis. Rainmaker research shows lifestage (also lifecycle) MySuper ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
Australian-based risk specialist FinaMetrica has merged with a Canadian investment and financial planning software provider. Having already collaborated for more than a decade, Toronto-based PlanPlus and FinaMetrica, under the umbrella of PlanPlus Global ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
IOOF credited the onboarding of about 50 advisers last financial year as a driving force behind its 131% increase in advice net flows. In what IOOF described as "counter to industry trend", its growing adviser numbers - including the 33 that joined ...

CBA blames reporting failure on software error

EMMA RAPAPORT  |  MONDAY, 7 AUG 2017
The Commonwealth Bank says its failure to notify AUSTRAC of more than 53,000 large cash deposits in its intelligent deposit machines was caused by a software error which was not discovered for more than two years. In a public statement CBA outlined ...

ISA reappoints policy expert

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
Industry Super Australia is welcoming back a former head of government relations and policy, this time as a senior advisor. Ernst and Young director Nick Coates has re-joined ISA, and the industry lobby group described his appointment as integral to ...

Advice too pricey for poor Australians

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
About 75% of Australians have not engaged a financial adviser in the last five years, with many believing it's too expensive and they don't earn enough to justify doing so. The majority of Australians who did visit a financial adviser in the last five ...

Australian dollar poses problem for RBA

BENJAMIN ONG  |  MONDAY, 7 AUG 2017
"The Australian economy is evolving broadly as expected. The Bank's forecasts are little changed from those published in the May Statement on Monetary Policy. The economy is expected to grow at an annual rate of around 3% over the next couple of years ...

CBA faces anti-money laundering allegations

EMMA RAPAPORT  |  FRIDAY, 4 AUG 2017
The Commonwealth Bank is potentially facing millions of dollars in civil penalties following allegations it did not comply with anti-money laundering and counter-terrorism law. Financial intelligence and regulatory agency AUSTRAC has initiated Federal ...

Cbus chief executive wins FEAL award

EMMA RAPAPORT  |  FRIDAY, 4 AUG 2017
... diversity exemplifies what the Fund Executive of the Year award sets out to highlight," AMP Capital head of institutional business Tim Nation said. Atkin has been chief executive of Cbus since 2008, a fund which manages more than $40 billion on behalf ...