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Showing 11711 - 11720 of 29090 results for "PRI"

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
Specialist risk advice practice MBS Insurance promoted two of its financial advisers to partners. Both Chris MacKenzie and Brent McCullough joined Sydney-headquartered MBS Insurance about five years ago. MacKenzie joined the firm as an insurance adviser ...

ASIC flags stronger adviser surveillance

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
About $618.8 million was paid in compensating and remediating corporate misconduct in the six months to June - almost a fourfold increase on the second half of 2016. During the period, ASIC removed 23 individuals from working in financial service; commenced ...

JPMAM wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
J.P. Morgan Asset Management (JPMAM) has won a substantial global equities mandate from a New Zealand wealth management firm. Describing the mandate from Gareth Morgan Investments as one of the largest separate accounts within the group's Global Research ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
Liquidnet's former head of Australia, Tristan Baldwin, recently relocated to Hong Kong following his promotion as regional head of sales for Asia-Pacific. Joining the global institutional trading platform as its new head of Australia is Murrough O'Brien. ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development ...

Independent director joins Westpac board

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
Westpac appointed a technology and innovation expert as an independent, non-executive director to its board. With about 30 years of commercial and business management experience, Nerida Caesar will join the bank's board effective September 1. Caesar ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
The Australian Tax Office's decision to offer a quarterly option as part of a position paper on event-based reporting for the transfer balance cap has been endorsed by the SMSF Association. SMSF Association (SMSFA) chief executive John Maroney says ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
A former AMP adviser was permanently banned by ASIC for misappropriating almost $2.5 million of client funds. Over the course of nine years, Hobart-based Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
Australian Ethical is growing its adviser channel with the appointment of two senior roles. Quyen Dam and Joanne Robb will be part of the client relationships team led by Leah Waldie who was appointed as head of client relationships in March. Dam is ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Former Ausbil small-cap managers Chris Prunty and Tony Waters have launched their flagship QVG Opportunities Fund. Through the fund the duo, who left Ausbil to start their own funds management firm QVG Capital, will invest in listed Australian companies ...