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Showing 1231 - 1240 of 2812 results for "Advisory"

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
... particular business, but this was effectively available to fund it in those circumstances." Later, Ash St. legal and advisory director of governance, compliance and regulatory Samantha Carroll recapped Kenneth Hayne's final Royal Commission report ...

Banks push to leave vertical integration on the table

HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... to exit personal advice, bringing BT Financial Group in-house and selling a number of financial advisers to Viridian Advisory. "ABA members have different strategies in relation to the range of services they offer and the extent of vertical integration ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... managed funds. It is led by former Macquarie Group associate director Sam Robson, former Citigroup head is investment advisory and research Toby Lewis, former IOOF head of equities and portfolio construction Paul Saliba, and former AMP Advice head of ...

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
... SuperRatings before becoming chief executive in July 2014. He re-joined KPMG in July 2017 as a partner of superannuation advisory. Gee currently serves as the Association of Superannuation Funds of Australia's (ASFA) New South Wales state executive committee ...

Financial advice exit a boon for the industry: Poll

KARREN VERGARA  |  MONDAY, 8 APR 2019
... buyer for MLC. Westpac, the last of the major banks to join the exodus, agreed to sell a number of advisers to Viridian Advisory. Financial Standard broke the news in March that Westpac will no longer provide personal financial advice and shift to a ...

Superannuation fund chief accepts new role

KARREN VERGARA  |  THURSDAY, 4 APR 2019
... including a combined $10 million per annum in savings," Sunsuper chair Andrew Fraser said. "We have also established an Advisory Board made up of AustSafe Super and Sunsuper directors to assist us in honouring our commitment to rural and regional communities ...

Aberdeen Standard fixed income lead departs

JAMIE WILLIAMSON  |  MONDAY, 1 APR 2019
... of Gresham Funds Management Group, part of Gresham Partners; a $1.5 billion provider of funds management and corporate advisory services. He also serves as head of corporate credit. Bishop told Financial Standard his responsibilities include spearheading ...

Association names new chief and president

KARREN VERGARA  |  FRIDAY, 29 MAR 2019
... Paul Mann takes the reins as chief executive and David Harvie has been named president of the financial education and advisory services provider to superannuation funds. Mann, the principal of Sydney-based True Direction Financial, succeeds Douglas Latto. ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... structure." Last year, Praemium picked up more business including from Asgard, Providence Wealth, Thornton Group and Advisory Partners while it lost InvestSMART. NPAT for first half of FY19 was $0.6 million down from $0.7 million for first half of FY ...

Multi-affiliate revamps, changes name

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAR 2019
... wealth management firm CI Financial Corp of an 80% stake of the business. That stake was previously held by corporate advisory firm Grant Samuel and a number of executives. Chief executive of GSFM Damien McIntyre said: "The new name reflects both our ...