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Showing 181 - 190 of 653 results for "Kerri"

ASIC bans fraudulent adviser

KERRIE SYDEE  |  FRIDAY, 23 SEP 2016
ASIC permanently banned a financial adviser after he was sentenced and imprisoned for fraud charges. Sandeep Madhoji is permanently banned from providing financial services or engaging in credit activity following the successful prosecution of the Queensland ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has ...

ASIC drops proceedings against two former directors

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
ASIC has discontinued its proceedings against two former directors of LM Investment Management (LMIM) and the Administrative Appeals Tribunal (AAT) has upheld an ASIC ban. ASIC has discontinued its claim against former directors Simon Tickner and Lisa ...

A new narrative for diversification: Western Asset

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
Complementary central bank activity has hurt the traditional diversification narrative, according to product specialist at Western Asset Management Robert Abad. Speaking with Financial Standard about the launch of the Legg Mason Western Asset Macro ...

TH Real Estate launches US Cities fund

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
TH Real Estate has launched its new US Cities Fund series, a re-launch of the TIAA CREF Core Property Fund that aims to provide investors with customised sector allocations. The US Cities Fund focuses on investments in retail, office, industrial and ...

Centrepoint establishes adviser transition program

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
Centrepoint Alliance has launched a transition program to assist experienced financial advisers launch their own advice businesses. Centrepoint, one of Australia's leading networks of non-aligned advisers, is looking to partner with experienced salaried ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
Sentry Group has entered an exclusive joint venture arrangement with an ASX listed company which specialises in software development. Under stage one of the arrangement, Intiger Asset Management, a wholly own subsidiary of the Intiger Group, will provide ...

Life Insurer Code of Practice falls short: AFA

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
The Association of Financial Advisers (AFA) has called for 'substantial improvements' to be made to the draft Life Insurer Code of Practice and is willing to see implementation delayed to ensure improvements are made. The call to the Financial Services ...

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
In the hopes of only employing competent and ethical financial advisers, the banking industry has announced a new hiring protocol. The banking industry has created a protocol which sets minimum standards for checking references and sharing information ...

Adviser Ratings makes two senior hires

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
Adviser Ratings has expanded its business with two senior hires. Jaime Brands joins as chief operating officer, bringing with her 10 years of industry experience, six of which were at Google Australia and New Zealand as head of external telesales operations ...