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Showing 161 - 170 of 3288 results for "Smith"

Franklin Templeton appoints unit registry provider

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... and broader distribution capabilities, according to Iress. Iress head of funds and platform administration Richard Harris-Smith said the partnership will support the fund manager's drive for greater performance, automation, and access to distribution. ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... Victoria. FUA has grown by more than $100 million per year over the last five years. Perpetual Private group executive Mark Smith said the ongoing evolution of the domestic wealth industry has seen the withdrawal of the major banks in this space and ...

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... and Suanne Russell, who recently joined the organisation, from ASIC and Westpac respectively. Deputy chief ombudsman June Smith said: "It's terrific that we have been able to secure such skilled and experienced people. Our internal promotions are also ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... established and led in 2010. Lane's career began in stockbroking as a SEATS Operator and became Queensland manager for Salomon Smith Barney where he helped grow the business in Brisbane and the Gold Coast before assuming a full-time role as an adviser. ...

Saxo Markets names head of asset management

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
... a space in which the firm will look to offer its leading digital services." Saxo Markets Australia chief executive Adam Smith said Prasad's ample experience in wealth management will be an asset for the company and its clients. Also commenting, Prasad ...

Perennial to launch fund, hires

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 JUN 2021
... portfolio management team for the new fund comprises Lyons, along with Perennial head of smaller companies and microcaps Andrew Smith and portfolio manager Ryan Sohn. "Karen brings significant experience in deal flow origination, investment and portfolio ...

JANA hires from Mercer

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
... not-for-profit clients and enable them to deliver unique benefits to their beneficiaries," he said. JANA principal consultant Duncan Smith added: "JANA has seen increasing demand from various non-super clients, including not-for-profits, wanting to access ...

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... adviser that failed to consider his clients' best interests copped a three-year ban from the regulator. Brisbane-based Nathan Smith was a representative for MyPlanner Professional Services and Total Financial Solutions Australia. ASIC investigated Smith's ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... Communications First Sentier Investors & Ptarmigan Media Franklin Templeton & Ptarmigan Media AGENCY EXECUTIVE OF THE YEAR Nicole Smith - Media Six Karlee Samuels - Fundamental Media Michelle Reed - Ptarmigan Media Laura Cremona - Benedictus Media Haissam ...

Super fund risk culture "immature": APRA

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
APRA executive director, superannuation division Suzanne Smith has warned superannuation funds that the regulator is looking out for toxic corporate culture and instances of misconduct. Speaking at the ASFA Spotlight on Risk and Compliance event, Smith ...