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Showing 1031 - 1040 of 7222 results for "Record"

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... also worked at BT Investment Management. Commenting on the appointment, Hanson said that de Pourbaix had a proven track record in driving business growth and achieving investment outcomes for clients. "Lukasz has the ideal experience and knowledge to ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
In a bid to improve advice practice efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing ...

Australian Ethical selects new administrator

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... underpin Australian Ethical's long term growth," the business update said. Meanwhile, Australian Ethical announced record FUM of $9.02 billion as of May 31, attributed to the successful Christian Super integration and positive investment returns. ...

Willis Towers Watson names global investments lead

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
... excited to appoint Diya to this important leadership position," Gebauer said. "She's an experienced leader with a track record for making smart connections and a deep understanding of our clients' needs. We look forward to her many contributions as we ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...

Director banned for eight years

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... lack of formal qualifications and industry experience, misrepresentations made to potential investors and ASIC, a track record of incomplete and unsuccessful investment offerings, and misuse of Plazrok Investor Trust funds. In January, RES said Fox had ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... disclosure statement will be removed, as per Recommendation 8. Statements of Advice (SoAs) will be replaced with an advice record that is more fit-for-purpose, with consultation to determine the final design of the replacement, accepted in principle ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
... speculative as is shown by the likelihood that most if not all of the funds of many of the investors have been lost. Inadequate record keeping and a lack of controls over what was done with the funds are likely to exacerbate the losses and the difficulty ...

NGS Super names chief executive

ELIZABETH FRY  |  WEDNESDAY, 7 JUN 2023
... we deliver low-cost, high-quality products, resources, and relationships to meet these needs. Natalie has a proven track record of deepening our understanding of our members and delivering personalised service, while always remembering the history of ...