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Showing 1541 - 1550 of 2284 results for Alex Burke

ANZ appoints former Google MD

ALEX BURKE  |  TUESDAY, 8 MAR 2016
ANZ has appointed a new group executive digital banking. Maile Carnegie joins ANZ from Google, where she was managing director Australia and New Zealand. Prior to that, she was also managing director at Procter & Gamble, where she worked for over 20 ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ...

Labor wants stronger LIF rules

ALEX BURKE  |  FRIDAY, 4 MAR 2016
Legislation based on the Life Insurance Framework doesn't go far enough according to Shadow Minister for Financial Services and Superannuation, Jim Chalmers. Discussing the Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 ...

NAB supports ex-adviser ban

ALEX BURKE  |  FRIDAY, 4 MAR 2016
NAB has come out in support of ASIC's decision to ban one of its former advisers for five years. ASIC said that Gerard McCormack engaged in "misleading and deceptive conduct between June and July 2013, when he was a NAB adviser." Specifically, McCormack ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
ASIC has requested that three Australian financial services licensees "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator ...

Parliament passes FoFA amendments

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Several key amendments to the Future of Financial Advice reforms have been passed by parliament. The Corporations Amendment (Financial Advice Measures) Bill will extend the time allowed for advisers to provide opt-in renewal notices and fee disclosure ...

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Zurich has announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice. According to Zurich head of distribution, retail life and investments Kristine Brooks, "These partnerships ...

ANZ Wealth alternatives head departs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
The head of alternative investments at ANZ Wealth will leave the company tomorrow. Simon Ford has managed ANZ Wealth's real estate, hedge funds, private equity, infrastructure, credit, commodities and insurance investments for six years, having joined ...

IQ Group appoints customer advocacy head

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
Superannuation and wealth management consultant IQ Group has appointed a head of customer advocacy and assurance. Katherine Forrest was previously a principal consultant with IQ Group; prior to that, she held roles at SunSuper, Equip, Suncorp and superannuation ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
UniSuper has announced a referral partnership with tax specialist PKF Melbourne as visits to the fund's advice network have grown by 20% over the past 12 months. This partnership follows similar arrangements with estate planning specialists Mills Oakley ...