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Showing 1231 - 1240 of 3982 results for Jamie Williamson

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...

ASIC flags 'significant' IDR compliance issues at super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
An analysis of close to 50,000 complaints made to super funds has found some trustees are failing to adequately record and respond to member complaints. ASIC is currently undertaking surveillance of super funds' internal dispute resolution processes ...

NEOS Life appoints sales, culture leads

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
The life insurer has welcomed a new head of sales, as the incumbent moves into a newly created role overseeing culture and performance. NEOS Life has welcomed Harry Georges as head of sales, recruiting him from digital insurer, iptiQ. He brings more ...

Pension fund manager completes $600m MaxCap commitment

JAMIE WILLIAMSON  |  TUESDAY, 9 AUG 2022
Having completed the $600 million mandate it committed to in 2019, Dutch pension fund manager APG Investments has now expanded its agreement with MaxCap Group. Three years ago, APG invested $300 million with MaxCap for Australian commercial real estate ...

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
The team at Australian Eagle Asset Management will join Montgomery Investment Management as part of a new partnership next month. The six-person team, led by chief investment officer Sean Sequeira and senior portfolio manager Alan Kwan, will join under ...

BlackRock shutters Russia ETF

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
BlackRock has started the process of liquidating its iShares MSCI Russia ETF. The asset manager intends to commence liquidation of the ETF on August 17 by distributing its current liquid assets to shareholders while retaining a reserve to meet costs. ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ...

Initial review of RIC strategies underway

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
APRA and ASIC have already begun reviewing superannuation funds' retirement income strategies, with a view to publishing its findings later this year. In a speech to the Financial Services Council's Policy Briefing, APRA member Margaret Cole said the ...

Contact AFCA now: ASIC urges Dixon Advisory clients

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
Former clients of Dixon Advisory and Superannuation Services have been told to get in quick with their complaints to the Australian Financial Complaints Authority to ensure they're eligible for compensation. ASIC plans to write to former clients of ...

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
ASIC has released guidance regarding the function of the Financial Services and Credit Panel, outlining the actions it may take and the rights of financial advisers who are subject to a hearing or disciplinary measure. In December, ASIC outlined the ...