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Showing 181 - 190 of 382 results for "Fold"

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... potential implications the financial services Royal Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject ...

Macquarie names digital infra head

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... Capital, the corporate advisory, capital markets and principal investment arm of global giant Macquarie Group. Returning to the fold after he left Macquarie in 2015, Bradley will assume responsibility for the firm's opportunities to develop infrastructure ...

Westpac cops BBSW fine

HARRISON WORLEY  |  MONDAY, 12 NOV 2018
... in its involvement in setting the BBSW eight years ago. Additionally, the bank will welcome an independent expert into its fold to review whether its current systems, policies and procedures are appropriate, with ASIC due to receive the corresponding ...

Former Australian cricket captain in crypto fail

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
The cryptocurrency venture once supported by a former Australian cricket captain has folded. Brisbane-based start-up Global Tech was in the midst of an Initial Coin Offering which it says has now ceased in accordance with ASIC requirements. The cryptocurrency ...

ASIC moves on Dollarmites

HARRISON WORLEY  |  FRIDAY, 19 OCT 2018
... who claimed the program was designed to secure the future banking business of Australians by bringing them into the bank's fold at a young age. "The Dollarmites program uses slick marketing to target primary kids at school, turning them into long-term ...

Industry body rejects ABA banking code

KANIKA SOOD  |  MONDAY, 10 SEP 2018
... place to protect consumers. The Consumer Owned Banking Association said the consumers that the ABA wants to bring into the fold with its new code are already protected strongly under COBA's code of practice. "This call by the ABA is somewhat gratuitous ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population grew 9.2% across the past year ...

Aussie equities manager transitions leadership

HARRISON WORLEY  |  THURSDAY, 7 JUN 2018
... Income Generator Fund, Bruce now takes responsibility for all broader cap Australian equities portfolios. Also joining the fold at Perennial in mid-July is Andrew King, who links with the firm from Melbourne-based equities manager Concise Asset Management ...

CFA Institute begins Australian chief executive search

HARRISON WORLEY  |  MONDAY, 7 MAY 2018
... organisations' latest appointment this year, after it brought investment management veterans Maria Wilton and Stephen Dunne into the fold in January. Wilton linked with CFA Societies Australia to chair its diversity body, while Dunne joined as chair ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... and the increased costs of implementing an in-house MDA is leading advisers towards a fully outsourced MDA approach." The Fold Legal managing director Claire Wivell Plater told last year's Managed Accounts Forum that limited MDAs arose about 14 years ...