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Showing 1021 - 1030 of 2016 results for "WIS"

Government fintech agenda spotlights microbanking

ALEX BURKE  |  TUESDAY, 9 MAY 2017
The Federal Government will open the doors to disruption in the banking sector as part of changes to its revised fintech investment agenda. The 2017-18 Budget includes provisions for newer entrants into the banking industry, including the relaxing the ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

UniSuper chairman steps down, successor appointed

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
UniSuper chairman Chris Cuffe is stepping down from the board after six years at the helm of the $60 billion fund. "My time at UniSuper has been dynamic and very fulfilling, and I wish the board and executive team continued success in the future," he ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
The interim chief executive of Countplus subsidiary Total Financial Solutions Australia will take on the role permanently. Andrew Kennedy began acting in the role in January of this year, while maintaining the role of general manager, growth. Kennedy ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
Ausbil's star MicroCap Fund suspended all applications and redemptions following the departure of its portfolio managers. Tony Waters and Chris Prunty left the fund manager last week, citing lifestyle reasons. At the time Ausbil said the MicroCap Fund ...

Christian Super CEO departs

EMMA RAPAPORT  |  FRIDAY, 28 APR 2017
Christian Super's longstanding chief executive announced his resignation after almost a decade with the fund. Peter Murphy, who joined the faith-based fund in 2007, said that despite his departure he would continue to love and support the fund and the ...

Ausbil micro-cap fund managers depart

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
Ausbil Investment Management bid farewell to the portfolio managers of its MicroCap strategy. Both Tony Waters and Chris Prunty have left the firm for lifestyle reasons, taking up an opportunity to manage family money and private assets. Co-head of ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

Perennial loses Century LIC mandate

ALEX BURKE  |  WEDNESDAY, 19 APR 2017
Listed investment company Century Australia Investments ended its seven-year arrangement with Perennial Value Management, appointing a new investment manager as part of a major restructure. In Perennial's stead, Wilson Asset Management will now be Century's ...