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Showing 1671 - 1680 of 12297 results for "General"

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... Susan Wynne and Michael Kollo. They replaced Peter Beaumont and Brett Spork who left suddenly in September. At the annual general meeting yesterday, shareholders approved the re-election of the trio, the adoption of the remuneration report and the increase ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... be amended by removing from the definition of 'financial service' the term 'financial product advice' and substituting 'general advice'." It also wants to rehash the renaming issue of whether the labels 'general advice' and 'personal advice' should remain ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... 175 Licensing: Financial product advisers-Conduct and disclosure (RG 175) and Regulatory Guide 244: Giving information, general advice and scaled advice (RG 244). The difference is that INFO 267 sets out more details about complying with the best interests ...

Calastone partners with Microsoft for fund, data services

CHLOE WALKER  |  THURSDAY, 2 DEC 2021
Calastone has partnered with Microsoft to enhance its fund and data offerings in a wider effort to drive new opportunities for collective investments worldwide. As part of the partnership, Calastone recently built DMI Fund Services using Microsoft's ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $600 p.a. A Standing Committee on Economics in July heard that the AFA's revenue sits at around $3 million per year. AFA general manager of policy and professionalism Phil Anderson told the hearing where most of its fees are spent. "We've got administration ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... total, Faglioni spent over 10 years at ANZ in senior claims roles prior to the merger. At ClearView, she reports to the general manager of life insurance Gerard Kerr. "With over 25 years of financial services experience, including the past 12 years in ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

Flows to SRI ETFs boom

ELIZABETH MCARTHUR  |  TUESDAY, 30 NOV 2021
New research has found global flows to socially responsible investment (SRI) equities ETFs almost doubled between 2020 and 2021. According to Zenith's 2021 International Shares Sector Report, SRI- themed ETFs in October 2021 had funds under management ...

Industry fund chief steps down, successor named

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... succeed Turner. Murray has been with QSuper since April 2017, having previously served as Credit Union Australia's general manager, business transformation. He has also held roles with Lloyds Banking Group, Royal Bank of Scotland and Westpac. QSuper ...