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Showing 211 - 220 of 574 results for Kerrie Sydee

Inappropriate advice drives disputes

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
The Financial Ombudsman Service (FOS) received 34,095 disputes in 2015-16, a 7% increase on the previous year, according to the FOS 2015-16 annual review. Of the 20,298 disputes accepted 1,141 were investments and advice disputes (5%) and 1,095 were ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Energy Super has appointed a financial adviser to provide assistance to clients affected by the changing energy industry, while UniSuper has partnered with a non-profit social venture to support employment opportunities for refugees and asylum seekers. ...

IQ Group expands Australian presence

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Superannuation and wealth management consultant, IQ Group, has appointed two new hires to the newly created role of managing principal. Regina Ugarte and Stuart Conboy have stepped into the new role which will match service opportunities creation to ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

First clean energy seed fund launched

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Specialist investment manager, Artesian Venture Partners, has launched Australia's first Clean Energy Seed Fund, which includes a $10 million commitment from the new $1 billion Clean Energy Innovation Fund. The $20 million seed fund will focus on discovering ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
The federal court in Melbourne has made orders winding up Ostrava Equities and eight other companies associated with the Ostrava financial services business. The court also banned Bradley Grimm and Vanessa Ash, who is lawyer formally employed by ASIC ...

Good financial advice a challenge: ASIC

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
ASIC has published its Corporate Plan for 2016-17, which notes the industry still faces challenges in providing "good quality" financial advice. The Corporate Plan outlines ASIC's vision to "allow markets to fund the economy, and in turn, economic growth. ...

NGS awards $300m mandate

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
Industry super fund NGS Super has awarded a $300 million mandate to an Australian global equities manager. Independently owned Bell Asset Management has been awarded the $300 million global equity mandate and will work closely with NGS to manage the ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...

Lower pay offset by persistent bonuses

KERRIE SYDEE  |  WEDNESDAY, 31 AUG 2016
Average fixed pay for chief executives in ASX100 companies has fallen by 3.3% to $1.86 million, its lowest level in almost a decade. The fall was even larger across the entire ASX200, dropping by 4.6%, with CEOs taking home an average $1.51 million ...