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Showing 1111 - 1120 of 2662 results for "SEPA"

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Schroders, Lloyds mull wealth venture

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
Global investment manager Schroders is in talks with Lloyds Banking Group Plc to take on the wealth management sector in the UK. A Schroders spokesperson confirmed that Schroders "is in discussions with Lloyds Banking Group plc with a view to working ...

Analysts await next Magellan move

KANIKA SOOD  |  TUESDAY, 9 OCT 2018
Ratings houses have taken a broadly positive view on Hamish Douglass' decision to step down as chief executive of Magellan. On October 4 Douglass essentially swapped roles with the firm's chair Brett Cairns with Cairns appointed chief executive. ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Mason Stevens has launched a global equity separately managed account within its investment and administration service. Franklin Templeton Investments Australia's Franklin Concentrated Global Equity Ex-Australia Model Portfolio SMA suits investors seeking ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
Following its acquisition of ANZ's aligned dealer groups, IOOF has appointed a new chief executive of Financial Services Partners. IOOF veteran Geoff Kellett will lead the 140 adviser strong FSP, one of the four licensed businesses IOOF acquired from ...

ASIC appeal convicts former CBA planner

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
ASIC has successfully helped convict a former CBA financial planner on appeal. ASIC, together with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Interest in managed account solutions is booming with BT Financial Group making significant gains in the space, and preparing to capitalise with the launch of 30 new products. In the 12 months to June, BTFG recorded 250% growth in funds under administration ...

IOOF completes ANZ dealer group acquisitions

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
IOOF completed the acquisition of aligned dealer groups. It also provided an update on the progress of acquiring ANZ's One Path Pensions and Investments (ANZ P&I) business. As of Monday, the diversified wealth manager took full legal ownership of ANZ's ...

StatePlus general manager departs

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
StatePlus is undertaking a review of its human resources function following the resignation of its general manager of people, culture and learning. StatePlus has confirmed the departure of Tracy Murphy last month, with its head of human resources Jacq ...

ASIC extends relief to foreign financial services firms

KARREN VERGARA  |  MONDAY, 24 SEP 2018
ASIC will allow foreign companies that provide financial services to Australian wholesale clients to continue without the need of an AFSL until 30 September 2019. The corporate regulator announced in June it was proposing a modified licensing regime ...