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Showing 181 - 190 of 469 results for "Jeff"

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
A senior advice executive at Commonwealth Bank has taken a new role at Bank of Queensland. CBA's executive general manager, wealth management advice Lyn McGrath has been appointed to lead BOQ's retail banking division. Announced as part of a ...

Acorns rebrands, issues prospectus

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
The micro-investment platform formerly known as Acorns Grow Australia is one step closer to listing on the ASX as the rebranded Raiz Invest. Raiz lodged its prospectus aiming to raise more than $15 million, eyeing a target listing date of 21 June 2018. ...

Retirement spending declines faster than believed: Research

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... percentage of pre-retirement income and suggests a more nuanced approach," Milliman financial risk management consultant Jeff Gebler said. The finding has dual implications. First, many Australian retirees are holding money back for future years when ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... is key to the delivery of a better member and employer experience," Fenech said. IRESS managing director of superannuation Jeff Hall added: "The Kina and IRESS teams have worked to transform the superannuation administration environment in PNG. This ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
... moving on financial planning. Inconceivable they [ASIC] could ever be part of the solution. #banksRC https://t.co/3cKZ9b0F2Y - Jeff Morris (@jmwhistleblower) April 15, 2018 Former CBA financial planner-turned-whistleblower Jeff Morris argued ASIC was ...

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... fund managers and financial planning practices will be invaluable to the firm and its growth strategy. Lonsec Holdings chair Jeff Bresnahan said both Haynes and Knox have successful track records in growing businesses. Haynes is incredibly well respected ...

MQA chief executive departs in management restructure

ALEX BURKE  |  MONDAY, 9 APR 2018
... operations independently and separately from Macquarie," MQA said. In a joint statement, MQA joint chairs Nora Scheinkestel and Jeff Conyers added: "We are pleased to put forward this proposal to security holders. We appreciate the spirit of cooperation ...

Willis Towers Watson hires institutional risk expert

HARRISON WORLEY  |  THURSDAY, 5 APR 2018
Global consulting firm Willis Towers Watson has created a new role in its Sydney office, appointing its first divisional director - financial solutions. Jamie Jeffers has joined WTW as the firm looks to strengthen its financial services capabilities ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... times will underpin the fund's goal towards becoming a 100% digitally enabled business," IRESS superannuation general manager Jeff Hall said. "In this case digital technology is an enabler and can innovate the modern super fund environment, whilst still ...

ABDO unveils top investment strategies

KARREN VERGARA  |  THURSDAY, 22 MAR 2018
... downturns." Also speaking today are: Philipp Hofflin - Lazard Asset Management Andy Budden - Capital Group Anne Anderson and Jeff Grow - UBS Asset Management Michael Bowen and Sunny Ng - PineBridge Investments Chris Andrews - La Trobe Financial Thomas ...