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Showing 1961 - 1970 of 4757 results for "July 2011"

ASIC takes civil action against AMP

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
The corporate regulator has commenced Federal Court proceedings against AMP Financial Planning (AMPFP), alleging the division of the recently scrutinised mutual failed to ensure its authorised financial planners complied with the best interests duty ...

Aussie fund manager drops fees

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
K2 Asset Management is slashing the fees for its K2 Asian Fund, making it one of several funds to undergo fee restructures in the past year. From 2 July 2018, the K2 Asian Fund will charge a management fee of 1.36% as opposed to 1.54%. Performance fees ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
Ignition Wealth has struck a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine ...

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
Willis Towers Watson is expanding its local senior management with the appointment of a former Funds SA portfolio manager. Fresh from an 11-year career with Funds SA, Simon James has linked with the global consulting firm as its new Australian head ...

Chief economist update: Rate hike hawks in RBA dove's shadow

BENJAMIN ONG  |  TUESDAY, 26 JUN 2018
They're no mere mortals, they're three of the 10 highly-qualified and esteemed experts at the Centre for Applied Macroeconomic Analysis (CAMA) that currently sits as the CAMA RBA Shadow Board. They are Doctors Mark Crosby, Warwick McKibbin and ...

Praemium moves Smartfunds into UAE

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Praemium is taking five Smartfund products to the United Arab Emirates, leveraging a local bank's distribution network as it expands its footprint in the Gulf region. The ASX-listed SMA provider has gained regulatory approval from the Securities ...

Former UBS Wealth boss joins LIC board

KANIKA SOOD  |  FRIDAY, 22 JUN 2018
The $5.5 billion Argo Investments Limited has appointed a former UBS Wealth Management Australia chief executive to its board. Elizabeth Lewin will be a non-executive director on the listed investment company's board (ASX:ARG), starting 1 July 2018. ...

QIC continues US expansion

HARRISON WORLEY  |  FRIDAY, 22 JUN 2018
The chief executive of $85 billion investment manager QIC has two new direct reports. QIC appointed Leonie Wilkinson as the new executive director of its global clients and marketing division, shifting her from her current role at the investment giant ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
BT Financial Advice is scrapping grandfathered commissions, effective October 2018. Commissions for products sold by financial advisers across the Westpac, St.George, Bank of Melbourne and BankSA network will no longer be paid on BT products or those ...