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Showing 1321 - 1330 of 3265 results for "January 2010"

FASEA listens as advice industry combs blueprint

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents. The Association of Financial Advisers, the Financial ...

Comyn promises personal accountability

KARREN VERGARA  |  TUESDAY, 20 NOV 2018
CBA chief executive Matt Comyn told the financial services Royal Commission how he plans to overhaul the bank that was "once great" under his leadership, but flagged there might be "missteps" along the way. Comyn admitted that the pursuit of financial ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
ASIC has banned a Perth-based adviser after a court found he stole more than $100,000 of superannuation money from his clients. Craig James Wilson was employed by an advice firm that was a representative of the Westpac-controlled licensee Securitor ...

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
Two listed investment companies will merge to create an $885 million single entity. WAM Leaders (WLE) is set to acquire 100% of Century Australia Investments (CYA), a LIC that primarily invests in the S&P/ASX 300 and has $97 million is assets. CYA aims ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
A former Qantas Super portfolio manager is taking on the role of Morningstar Investment Management's chief investment officer for Asia Pacific. Matt Watcher will start in the role in late January 2019, based out of Sydney. He takes over from current ...

FSC revamps life insurer code

KANIKA SOOD  |  MONDAY, 12 NOV 2018
The Financial Services Council has released a new draft life insurance code of practice that makes 30 changes to the code in place since 2017. The second iteration of the code aims to lift the standards in product design, sales, underwriting, customer ...

AMP Capital expands ESG investment team

DARREN SNYDER  |  FRIDAY, 9 NOV 2018
AMP Capital will soon have two leaders in its sustainable investment team following a global search for a co-head to work alongside Ian Woods. There's also been an internal promotion. From November 12, Emily Woodland joins AMP Capital as co-head of ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
Latest research suggests more than half of the financial advisers in Australia are not affiliated with any industry association, despite the impending professional standards reform. Rainmaker analysis shows just 12,400 of Australia's financial advisers ...

MetLife welcomes new group product head

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
MetLife has confirmed the appointment of a new head of group product, joining from Swiss Re. Dean Mulheron will lead MetLife's group product design and oversee product development and strategy across the group insurance portfolio. Mulheron replaces ...