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Showing 141 - 150 of 249 results for "MCL"

2018 FICAP 'Who Wants to be a Rockstar' raises over $300k

MICHELLE BALTAZAR  |  FRIDAY, 23 MAR 2018
Research analyst by day, Rockstar by night. George Hadja from Montgomery Investment Management took home the coveted 2018 Rockstar of the Year Award at an industry fundraiser organised by the Finance Industry Community Aid Program (FICAP) in Sydney ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
Clime Investment Management named the head of its private wealth division and flagged the development of interstate offices in an investor update. Maria Greensill was previously manager, financial planning operations at Suncorp. Before that, she was ...

Australian Unity chair joins NAB

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
NAB is welcoming a new a member to the board of its superannuation fund trustee NULIS Nominees. Australian Unity chair Peter Promnitz has been appointed as a non-executive director, joining the board responsible for the MLC Super Fund and products such ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ...

AAT upholds ruling against ex-Macquarie and ex-Credit Suisse advisers

EMMA RAPAPORT  |  TUESDAY, 12 DEC 2017
The Administrative Appeals Tribunal has affirmed ASIC's decision to ban a former Macquarie equities financial adviser and former Credit Suisse employee from providing financial services for three years. ASIC's decision to ban Tony Davidof and Philip ...

Former industry fund CIO leaves Vanguard after seven months

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2017
The former chief investment officer of Meat Industry Employees' Superannuation Fund has parted ways with Vanguard Australia after just seven months. Mary McLaughlin commenced as senior investment specialist at Vanguard in May, with the fund manager ...

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ...

FICAP announces new charity partner

DARREN SNYDER  |  FRIDAY, 17 NOV 2017
The Financial Industry Community Aid Program (FICAP) has announced Learning Links as its newest charity partner. The 11th charity to be supported by FICAP since 2006, Learning Links was established by parents concerned about the lack of appropriate ...

Vanguard aims to defuse the active debate

ALEX BURKE  |  TUESDAY, 24 OCT 2017
New research from Vanguard argues that the decision to allocate to active or index strategies - or both - should be based on a systematic process, not emotions and personal preferences. Vanguard, which manages more than US$1 trillion in active money ...

Revisiting the active versus passive cage fight

ALEX BURKE  |  MONDAY, 11 SEP 2017
The ongoing "cage fight" between active and index managers has a tendency to overshadow some essential tenets of portfolio construction, according to Vanguard investment specialist Mary McLaughlin. McLaughlin spoke at the Australian Institute of Superannuation ...