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Showing 1751 - 1760 of 3117 results for "November 2003"

ASIC bans SMSF adviser

ALEX BURKE  |  MONDAY, 9 NOV 2015
ASIC has permanently banned a former self-managed superannuation fund adviser. Marion Joan Pearson, who provided SMSF advice to clients from November 2007 to October 2013, now resides in New Zealand. She is the sole director of and shareholder in Colisa ...

Chi-X to launch own indices, ETFs

LAURA MILLAN  |  FRIDAY, 6 NOV 2015
Chi-X will launch its own indices and a series of exchange traded funds (ETFs) targeting retail investors with long term objectives. Chi-X chief executive John Fildes confirmed that the trading venue will launch its first set of index series in March ...

Class amends IPO after AMP acquisitions

DARREN SNYDER  |  TUESDAY, 3 NOV 2015
Class, the self-managed superannuation fund administrative software provider, has lost about 10,500 billable SMSF portfolios from its customer base following two acquisitions announced by AMP. AMP has informed Class it will be moving the SMSF portfolios ...

Klipin inks New Zealand insurance job

LAURA MILLAN  |  MONDAY, 26 OCT 2015
Senior industry executive Richard Klipin will relocate to New Zealand and will become the chief distribution officer of the country's largest life insurer. Klipin's role as chief distribution officer at Sovereign Assurance will be effective on 9 November  ...

Christmas in October

BENJAMIN ONG  |  MONDAY, 26 OCT 2015
"You better watch out You better not cry You better not pout I'm telling you why..." Central banks are coming to town - and they've loaded lots of toys and goodies on their sleigh. Back to back central bank stimulus measure surprises - promised and ...

Ironbark teams up with UK global equities manager

MARK SMITH  |  FRIDAY, 23 OCT 2015
Ironbark Asset Management has partnered with a London-based fund manager to bring a new global equity fund to the Australian market. Waverton Investment Management is a discretionary investment management house dedicated to creating high quality investment ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AMP's wealth management arm has seen a 49% dip in net cashflow in the third quarter to September 2015 (compared to the previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers ...

BT Panorama aiming at advisers and SMSFs

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
BT Financial Group's Panorama wealth operating system has reached a tipping point where the infrastructure is built and over the next year several releases will come to market. At a media briefing yesterday, BTFG general manager of platforms and operations ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...

Property spruiker banned for providing unlawful advice

MARK SMITH  |  TUESDAY, 20 OCT 2015
The Supreme Court of NSW has restrained a property business for providing unlawful advice to clients who wanted to purchase investment properties through an SMSF. The judge found that Park Trent Properties Group had been unlawfully carrying on a financial ...