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Showing 2491 - 2500 of 9816 results for "Advisers"

Magellan launches funds on Chi-X

ELIZA BAVIN  |  TUESDAY, 15 DEC 2020
... said. Additionally, Cairns said Magellan has had a considerable amount of interest from retail investors and financial advisers around making the sustainable investment strategy available to the retail market. "The sustainable strategy, managed by Dom ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... responsibility for the group's three main areas of focus: core business Fitzpatricks Private Wealth which has over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another advice business called Retirement ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... combine two major firms in a sector attract scrutiny from the regulator. "However, feedback from customers, financial advisers and other industry participants suggested that this deal would not be likely to substantially lessen competition," Ridgeway ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
... institutional wealth business at MLC/NAB Wealth, including leading subsidiaries Plum Financial Services and Jana Investment Advisers. During Hartley's time at Sunsuper, the industry fund grew to be the fourth largest in the country and went through ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
New regulation that requires financial advisers to disclose conflicts of interest and stamp out fees-for-no service have been tabled in parliament. The Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 aims to strengthen many ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... she said, noting that such reforms will further streamline the number of bodies involved in the oversight of financial advisers, resulting in FASEA being wound up. "The government would like to acknowledge the important contribution made by the board ...

Insurer names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 9 DEC 2020
... incredibly well regarded by industry participants, across the spectrum of super funds, corporate clients, licensees, advisers and their various associations, as well as our regulators," Dodd said. McCormack joining Integrity Life should serve as further ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... investment space provides Walker Lane with a capability to help the business achieve its growth aspirations, and our advisers look forward to working with him." Walker Lane is a Sydney-based boutique financial advisory and investment management firm. ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... its extensive growth strategy with a further "tuck-in" acquisition. Melbourne-based member firm O'Brien Accountants & Advisers has acquired the accounting services of Hillard O'Donnell and Associates. O'Brien will pay $570,000 with an initial upfront ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... "Accountants want to protect their client base from outside influence by establishing a relationship with an adviser and advisers want new client referral sources," he said. "This relationship satisfies both parties creating a naturally symbiotic culture ...