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Showing 1171 - 1180 of 2943 results for "L1 Group"

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
ASIC's fee-for-no-service report card shows the regulator and some financial advice licensees still have fundamentally different views on what constitutes a fee-worthy service. ASIC's fees-for-no-service further review report card has shone light on ...

Slow but steady: SMSF growth continues

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
The flow of retirement savings from superannuation funds to the self-managed sector continues. But is the river drying up? Rainmaker analysis of APRA data shows total net flows between APRA-regulated super funds and self-managed super funds has steadily ...

Australian Unity names equity origination head

KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new head of equity origination is joining Australian Unity's wealth and capital markets business. Brad Watson joined in February as head of equity origination for property. He is responsible for developing and executing product and sales strategies ...

AMP Capital appoints multi-asset investment chief

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
AMP Capital's multi-asset portfolio management lead has been promoted, now overseeing more than $62 billion in funds. Debbie Alliston is the new chief investment officer of AMP Capital's multi-asset group, effective immediately. She replaces ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...

Former ASFA chair sees new EQT role

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Equity Trustees is welcoming a new deputy chair, moving a former Association of Superannuation Funds of Australia chair alongside current EQT chairman Jeff Kennett. Jim Minto has been appointed as deputy chair of Equity Trustees. It is a move set to ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission. On Friday the FPA said two members would be stripped of their membership and professional ...

TAL hires former Rest executive

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
The former operations chief at Rest has joined TAL as chief commercial officer. Andrew Howard will lead the integration and transition of Suncorp Life into TAL in the newly created role. Howard will be responsible for the performance of the newly integrated ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
A Melbourne-based advice, wealth management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. ...

Saxo appoints chief executive

KARREN VERGARA  |  THURSDAY, 28 FEB 2019
Saxo Capital Markets appointed a new chief executive to lead its Australian operations. Adam Smith is the former chief operating officer of foreign exchange and payments ASX-listed firm OFX. Between October 2014 and September 2015, Smith was the former ...