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Showing 191 - 200 of 639 results for "EMA"

FSC, super sector steps up for bushfire affected

HARRISON WORLEY  |  WEDNESDAY, 8 JAN 2020
Major players in the wealth management industry are taking steps to help those affected by the ongoing bushfires, with the crisis also sparking debate over whether early access to superannuation savings should be made available. This week the Financial ...

FPA offers pro bono support to bushfire victims

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The Financial Planning Association of Australia is establishing a pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis. "The FPA community supported those who suffered in the 2009 Black ...

Government ignored ASIC over LIC carve-out

HARRISON WORLEY  |  MONDAY, 6 JAN 2020
Documents released under Freedom of Information laws reveal the government ignored ASIC's advice to not create a carve-out for LICs and LITs in the Future of Financial Advice conflicted commission ban. According to documents published last week under ...

MLC Wealth in advice leadership reshuffle

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
MLC Wealth has again reshuffled its leadership, with the firm's general manager of advice stepping down. MLC Wealth has confirmed the departure of advice general manager Ross Barnwell, who has decided to bring his seven year career with the firm ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
A registry provider that represents 42 fund managers has integrated with Calastone's reporting solution. OneVue's 42 clients that are trading with platforms through Calastone will now be able to send monthly statements of holdings and transactions to ...

New role for HESTA advice executive

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
HESTA's former executive of advice strategy has taken on a new role at another industry fund. Justin McMinn joined the $6.5 billion LUCRF Super as a manager for business development on October 8. Prior to this, he was a part of HESTA's executive management ...

Sydney boutique heads for Chi-X

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
A boutique founded by former Kapstream portfolio manager is gearing up to list three strategies as ETFs on Chi-X. Daintree Capital has partnered with distributor eInvest to list the funds. They will have three risk profiles and return targets of 0.5% ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
Rest, the $57 billion industry fund, continues to battle a legal fight brought by one of its members that could have consequences for the entire superannuation industry. Rest will be in court again on November 15 for a case management hearing. In July ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
A former Aon Hewitt adviser copped an ASIC ban after he was found to have stopped 331 Aon Master Trust default superannuation members from switching to the cheaper MySuper option. Thanh Huu Tran has been banned for two years as a result of the misconduct. ...