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Showing 1311 - 1320 of 4419 results for "Williams"

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 ...

Adviser banned over early release scheme

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
An Adelaide financial adviser received a five-year ban for advising his clients to roll their super into newly established SMSFs to invest in a company he is a director of and then releasing the money to them in the form of a loan. Antonio Simeone is ...

Mercer wins sovereign wealth fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
Mercer is the recipient of a sovereign wealth fund's first implemented consulting mandate. The Tuvalu Trust Fund has appointed Mercer for asset consulting, portfolio implementation services and investment implementation services. Mercer will provide ...

CHESS replacement delayed further, review underway

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
The ASX has commissioned an independent review of its long-delayed CHESS replacement to enable the bourse to set a realistic go-live date, saying current indications suggest it won't launch before late 2024. The CHESS replacement project has been underway ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... while also bidding farewell to its long serving chief solutions officer. The appointments of Gary Cox, Jo Hurley, Tracy Williams, and Tom Sargent follow the recent HUB24 Group announcement of Tim Steele as Class' chief executive. The appointment ...

Yarra Capital appoints institutional, intermediary leads

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
Two promotions have seen the appointment of new heads of institutional and intermediary at Yarra Capital. Nick Green has been promoted to lead institutional distribution. He is currently senior institutional client service representative. Green has ...

VFMC names head of equities

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
Victorian Funds Management Corporation has hired from HESTA to fill the role of head of equities. Stuart Birkett has been an investment manager with HESTA since 2019. Most recently he led international equity and active currency investments but previously ...