Search ResultsShowing 91 - 100 of 100+ results for Jamie Williamson
Financial advice firm grows
JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ...
Trustee firm adds executive
JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
A trustee and fund administration services provider appointed a new senior executive to its trustee business to co-lead its expansion. Glenn White, formerly senior business development manager at Australian Executor Trustees (now Sargon), has joined ...
Private wealth firm grows footprint
JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
Two former Westpac executive financial planners have joined the leadership team of a national private wealth firm, seeing it expand interstate. Marc Smith and Patrick Duke have joined Integral Private Wealth, establishing the Sydney-based firm's first ...
First State Super, VicSuper merger talks progress
JAMIE WILLIAMSON  |  TUESDAY, 23 JUL 2019
First State Super and VicSuper have now signed a Binding Heads of Agreement to merge, with leadership roles and a 2020 deadline confirmed. In an update, the funds said a successful merger would see the creation of a $120 billion fund serving more than ...
NAB names new chief executive
JAMIE WILLIAMSON  |  FRIDAY, 19 JUL 2019
NAB named a former Commonwealth Bank executive as its new group chief executive and managing director. Ross McEwan will take over the top job no later than April 2020, the group announced today. McEwan has been chief executive of Royal Bank of Scotland ...
Tasplan recruits new chief investment officer
JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
The $9 billion superannuation fund has named a former Mercer executive as its new chief investment officer. Tasplan is welcoming David Stuart to the lead investment role. He was most recently chief strategist for Mercer in the Pacific region, a role ...
OnePath receives first Life Code sanction
JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2019
OnePath is the subject of the first sanction to be issued by the Life Code Compliance Committee for failure to stop selling a non-compliant product and remediate customers by an agreed deadline. In July 2017 OnePath self-reported its ANZ Loan Protection ...
AMP Life sale blocked
JAMIE WILLIAMSON  |  MONDAY, 15 JUL 2019
AMP has confirmed the sale of its life insurance business to Resolution Life is highly unlikely to go ahead. The institution said the sale of AMP Life is highly unlikely to proceed on the current terms do to challenges in meeting the condition precedent ...
Super fund increases fees
JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2019
A $12 billion superannuation fund has made a series of changes to its administration and investment fees. As of July 1, LGIAsuper has introduced a flat administration fee of $1.50 per week across all of its investment options, including diversified ...
Association names new chief
JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
The Stockbrokers and Financial Advisers Association will welcome a new chief executive at the end of August. SAFAA chief executive Andrew Green announced his intention to step down at the association's recent annual conference. Succeeding him will ...
Link to something 9DAwNR8s