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Showing 111 - 120 of 196 results for %22Power50 Williamson%22

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
The inaugural chief executive of Allianz Retire+ Powered by PIMCO has been named, along with several senior managers and its board of directors. Former IRESS group executive, financial markets Matthew Rady has been appointed to lead the new business ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
Missed something? Here's a recap of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... admitted it was inaccurate and apologised for the false statement. Editor's note: Sam Henderson was featured as one of the 2017 Power 50 influential financial advisers in Australia. In compiling this list, Financial Standard requested the assistance ...

Advice firm impersonated clients

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Statement of Advice which was later deemed to be inappropriate. Editor's note: Sam Henderson was featured as one of the 2017 Power 50 influential financial advisers in Australia. In compiling this list, Financial Standard requested the assistance of ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... disciplinary processes, what hope does someone without those have?" Editor's note: Sam Henderson was featured as one of the 2017 Power 50 influential financial advisers in Australia. In compiling this list, Financial Standard requested the assistance ...

Powerwrap gears up for IPO

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
Powerwrap has confirmed it recently completed a pre-IPO capital raise to the tune of $7.5 million. Speaking to Financial Standard, Powerwrap chief executive Will Davidson said the platform sought the backing of existing institutional investors to raise ...

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
... long-serving John Shuttleworth. CFS further confirmed that Wall was replaced in March by BTFG's former head of platforms, Kelly Power. Power resigned from BTFG in December 2017 to join the wealth manager. In his time at CFS, Wall was responsible for ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

ANZ issues last minute RC submission correction

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
ANZ issued a correction to its submissions to the Royal Commission over the weekend ahead of the next fortnight's hearings on financial advice. Senior Counsel Assisting Rowena Orr said the Royal Commission was provided with a correction by ANZ on Sunday ...