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Showing 221 - 230 of 604 results for "WILS"

FASEA chief unaware of dwindling adviser numbers

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2019
FASEA chief executive Stephen Glenfield refused to acknowledge the impact increased education requirements has had on financial adviser numbers during a recent Senate Estimates hearing. Appearing before the committee, Glenfield was asked by Liberal ...

Super funds face scrutiny in Canberra

ELIZA BAVIN  |  THURSDAY, 10 OCT 2019
AustralianSuper, AMP Super, IOOF, QSuper and Hostplus are just some of the funds that will front the committee for a two day hearing in Canberra in November as part of its ongoing review of the four major banks and other financial institutions. Other ...

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
BT Financial Group's former general manager of platforms and investments has stepped into a new role with an emerging platform provider. John Shuttleworth has been appointed chief executive of Spitfire. Spitfire's current chief executive Matthew Johnson ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
Morgans has acquired CommSec Advisory for an undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both ...

Members' interests bill sits on the precipice

HARRISON WORLEY  |  WEDNESDAY, 18 SEP 2019
The Putting Members' Interests First superannuation reforms are almost through parliament. The House of Representatives moved to pass the Putting Members' Interests First bill on Monday, making insurance in super opt-in only for under-25s. The bill ...

Discounted LIC fund opens to all

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
Affluence Funds Management has opened its LIC fund, which has until now only been open to high net worth sector, to all investors. The fund is now available to all investors in Australia and New Zealand, allowing more people to invest in a suite of ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
Xplore Wealth announced the appointment of a new head of distribution and marketing. Anne Hamieh steps into the role, which has been empty since Tony Nejasmic departed for Lonsec in June. Hamieh was most recently intermediary sales manager at Vanguard ...

VGI Partners readies $1bn Asian fund

KANIKA SOOD  |  MONDAY, 5 AUG 2019
Hot on the heels of listing on the ASX, the Sydney-based hedge fund is readying a new Asia-focused equities LIC with Crestone on board as a lead joint manager. The listed investment company, to be called VGI Partners Asian Investments (ASX: VG8), is ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
Self-managed super administrator Class made a raft of additions to its executive leadership. In a quarterly update to the ASX today, Class revealed it made three senior appointments to fill its executive leadership team, enabling the firm to formulate ...

GROW Super unveils admin platform

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
GROW Super has ventured into distributed ledger technology with the launch of a new superannuation administration platform. TINA aims to reduce costs and improve operational efficiencies, helping super funds gain greater control of how they deliver ...