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Showing 1281 - 1290 of 3272 results for "Associate"

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
Financial advisers can now access up to date and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this ...

Family office backs new boutique

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
Three founding members of Macquarie's Asian listed equities division are set to launch a boutique with the backing of a prominent family office. Sam Le Cornu, who was Macquarie's Asian listed equities business' co-head, executive director and head of ...

QIC adds to global infrastructure team

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... Sugiarto joined QIC's London office as an infrastructure investment manager earlier this year. She was most recently an associate director at UBS Infrastructure Asset Management, based in London. QIC has also hired Naseh Kausar to its New York office ...

Legalsuper renews admin contract

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
Legalsuper reappointed Link Group as its fund administrator, extending the 15-year partnership. Link will service legalsuper's 44,000 members for five years with the potential for a subsequent two-year term. Legalsuper's chief executive Andrew ...

Hayne report raises professionalism stakes

JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
Financial advisers could face the same rigid license registration requirements as doctors and lawyers if the Royal Commission's recommendations on compliance and further education in the industry become law. Commissioner Kenneth Hayne is calling ...

Hayne targets superannuation employer connections

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... way of entertainment and sporting events, he said. Section 68A of the SIS Act provides that a trustee of an RSE or an associate of a trustee must not supply or offer to supply goods or services to a person on the condition that one or more of the employees ...

OPINION: Post RC, where to now for retail super?

ALEX DUNNIN  |  MONDAY, 4 FEB 2019
After a damning report card by the Royal Commission, the big question is where to now for retail superannuation and its advisory network ecosystem? At least we know what's not part of the answer: the status quo. Retail superannuation may not be ...

Ongoing service arrangements should be tightened: Hayne

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
An overhaul of ongoing fee arrangements has been recommended by Commissioner Kenneth Hayne to combat fees for no service conduct. The final report of the Royal Commission has recommended ongoing fee arrangements should be renewed annually by clients. ...

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. Alcorn led JPMAM Australia's institutional business for four years before leaving ...

Mercer names platform provider for direct super investments

JAMIE WILLIAMSON  |  THURSDAY, 31 JAN 2019
An ASX-listed investment platform and fund administrator will provide member direct investing capabilities to Mercer's clients and superannuation members. The wealth giant is partnering with OneVue for Mercer Direct, its direct investment offering for ...