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Showing 1971 - 1980 of 4761 results for "July 2014"

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 ...

NZ Super Fund appoints CEO

HARRISON WORLEY  |  WEDNESDAY, 20 JUN 2018
The NZ$38 billion New Zealand Superannuation Fund has confirmed its new chief executive after a global search for its next leader. Matt Whineray has been appointed chief executive of New Zealand's sovereign wealth fund, beginning July 1. Most recently ...

Priestley resigns from ASX, Future Fund boards

KANIKA SOOD  |  TUESDAY, 19 JUN 2018
J.P. Morgan Australia non-executive chairman Robert Priestley has resigned from the boards of the Australian Securities Exchange and the Future Fund following the ACCC pursuing a criminal cartel conduct investigation. Announcing his decision, Priestley ...

ASIC drags Westpac to court

KANIKA SOOD  |  MONDAY, 18 JUN 2018
ASIC has initiated civil penalty proceedings against Westpac in relation to a Perth financial planner whose poor advice has already seen the bank foot a $12 million bill to remediate clients. Sudhir Sinha provided financial advice in the Perth area ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

Advisers must tread carefully on PLS

JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
Financial advisers are being warned to exercise caution and double check licensing requirements when advising on the Federal Government's Pension Loan Scheme as a retirement income supplement. As the Pension Loan Scheme is within credit licensing rules ...

ASIC issues warning over Dover advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
Advice licensees considering onboarding ex-Dover Financial Advisers' authorised representatives have been warned to ramp up due diligence processes by the corporate regulator. As the fallout from Dover's shock closure continues, ASIC has reinforced ...