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Showing 131 - 140 of 260 results for Claire McGreal

Industry responds to intra fund advice measures

CLAIRE MCGREAL | FRIDAY, 9 DEC 2011

There's been a mixed reaction from the industry to yesterday's announcement from the government on intra-fund advice. New ASIC guidelines are also being developed to outline how scaled advice can be provided in accordance with the regulatory protections ...

legalsuper launches low fee investment option

CLAIRE MCGREAL | THURSDAY, 8 DEC 2011

legalsuper has added a new 'low fee index' option for investors. Managed by State Street, the new choice is underpinned by investments in index funds designed to track the performance of particular market indices. According to legalsuper chief executive ...

Super trustee guidelines for retirement estimates

CLAIRE MCGREAL | THURSDAY, 8 DEC 2011

Super fund trustees are set to get a helping hand with predicting their members' retirement estimates. New ASIC guidelines aim to help super trustees enable their members to think about how much money they'll need when they retire so they can start ...

AMP enhances super products

CLAIRE MCGREAL | THURSDAY, 8 DEC 2011

AMP has changed its contemporary super products to the new short form Product Disclosure Statement (PDS) regime ahead of the government's deadline next year. It follows Financial Services Minister Bill Shorten's announcement earlier this year that PDS ...

Christmas deadline for FOFA clarity: ANZ

CLAIRE MCGREAL | WEDNESDAY, 7 DEC 2011

ANZ Wealth has warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking ...

BT aligned advice boutique appoints new chief

CLAIRE MCGREAL | WEDNESDAY, 7 DEC 2011

Former Commonwealth Bank and Westpac executive Steve Watts has been appointed to the newly created chief executive role at Queensland advice boutique MQ Financial Services. MQ operates under the Magnitude Dealer Group license, which is part of BT Financial ...

Investec appoints new head asset finance ad leasing

CLAIRE MCGREAL | WEDNESDAY, 7 DEC 2011

Former Equigroup chief executive Matt Ingram has been appointed Investec Australia's new head of asset finance and leasing. Most recently Ingram was group executive of Alleasing where he led business development and strategic partner relationships across ...

Macquarie team joins IFM

CLAIRE MCGREAL | TUESDAY, 6 DEC 2011

Three senior members of Macquarie IM's Australian equities team have resigned to take up positions on a new Small Caps team at Industry Funds Management. Portfolio manager Neil Carter assumes the role of executive director on the newly created team ...

Post-retirement risk in Australia: IMCA

CLAIRE MCGREAL | TUESDAY, 6 DEC 2011

The issue of post-retirement risk as a major challenge facing the financial services industry, was in the spotlight at the recent Investment Management Consultants Association conference in Sydney. Speakers at the Investment Management Consultants Association ...

New RBA deputy governor named

CLAIRE MCGREAL | TUESDAY, 6 DEC 2011

The Treasurer has named Dr Philip Lowe as the new deputy governor of the Reserve Bank of Australia (RBA). Lowe will take up the role on a seven year term from next February, succeeding Ric Battellino who is retiring from the RBA after 39 years. "I would ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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