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Showing 2071 - 2080 of 6816 results for "Top"

Former adviser cops 20-year prison sentence

JAMIE WILLIAMSON  |  FRIDAY, 2 AUG 2019
... herself. Bennett hosted a popular radio show, which many of the investors knew her from, and was named on the Barron's list of top financial advisers three times. Bennett's company, DJB Holdings, also obtained a line of credit to the tune of $1.1 million ...

TPB welcomes independent review

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
The Tax Practitioners Board (TPB) welcomed the release of a discussion paper in the review of the TPB and the Tax Agent Services Act 2009. The new discussion paper outlines the views of Keith James, who is heading up the independent review into the ...

Xplore continues hunt for chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... of a new chief executive is still pending. David Heather stepped down in February on "mutual terms" after four years in the top job. Since then, former chair Don Sharp has been in the acting chief executive role. In a statement, Xplore Wealth said: "The ...

Sydney portfolio manager on best female fundies list

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
The Sydney-based portfolio manager of an Aussie equities fund has earned a spot on Citywire's list of the top 30 female fund managers across the globe. Kate Howitt, the manager for Fidelity Australian Opportunities Fund since 2012, came in at 27th ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... capacity effective immediately. It is the first executive appointment made by chief executive Renato Mota since he took the top job in June and announced a restructure of senior management. "This is a critical appointment for IOOF and redefines our approach ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... Westpac for close to 18 years during which time he received numerous accolades, including being named as one of Australia's top 50 financial advisers by Barron's this year. Duke was at Westpac for more than 14 years, working primarily in its private ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
... changer for advisers. "With convenient, flexible and fast access to content, My CPD makes it easy for FPA members to stay on top of their CPD requirements. No other platform will offer this diversity - it is truly a game changer," De Gori said. The CPD ...

Keybridge shareholder threatens board spill

KANIKA SOOD  |  TUESDAY, 23 JUL 2019
A shareholder of Keybridge Capital says its board is "effectively deadlocked" on key decisions, and is asking all directors to voluntarily resign and put themselves up for re-election by shareholders. Bentley Capital owns about 20% of Keybridge Capital ...

REI Super names new chief executive

KARREN VERGARA  |  TUESDAY, 23 JUL 2019
... and corporate development at Cbus, is the new chief for the $1.5 billion super fund. Coysh replaces Smith, who served in the top job for 15 years. "Jarrod will be taking up the role from 29th July and we are excited to work with him as we take the Fund ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... with the aim of achieving a certain return level is the main part of their jobs. "Over the past 20 years, we've worked with top advisers around the world including the US, Canada, UK and Australia," Hampshire said. "This report reinforces the value of ...