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Showing 2681 - 2690 of 6512 results for "Jul"

Guinness Asset Management wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
Guinness Asset Management was awarded a mandate for its flagship global equities strategy. Alpha Fund Managers invested in Guinness' Global Innovators Fund, which holds a concentrated portfolio of global equities and delivered a 9.58% outperformance ...

IOOF corporate development GM joins Australian Ethical

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
The group general manager of corporate development at IOOF has joined Australian Ethical's board as a non-executive director. Julie Orr has held the group GM role at IOOF since 2016; prior to this, she was general manager operations. Before IOOF, Orr ...

ANZ adopts life insurance code

KARREN VERGARA  |  TUESDAY, 20 FEB 2018
ANZ will be the first bank-owned retail superannuation fund to adopt the voluntary Insurance in Super Code of Practice. ANZ's Smart Choice Super, OnePath MasterFund, Retirement Portfolio Service and Oasis Superannuation MasterTrust will be covered by ...

NAB redundancies in full swing

KARREN VERGARA  |  TUESDAY, 20 FEB 2018
The Finance Sector Union of Australia believes NAB is not doing enough to retrain or reskill the 6000 employees that will be made redundant over the next three years. Finance Sector Union of Australia (FSU) national secretary Julia Angrisano said many ...

Chief economist update: The dog ate my growth target

BENJAMIN ONG  |  TUESDAY, 20 FEB 2018
Doggone! The latest batch of money and credit data out of China would have anyone think that President Xi and Premier Li's promise to reduce financial risks by cracking down on debt, excessive leverage, risky loans (through shadow banking) has gone ...

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
The ATO is closely monitoring self-managed super funds (SMSF) that breach the transfer balance cap and has already issued several alerts to members close to breaching the cap. ATO deputy commissioner for superannuation James O'Halloran told the 2018 ...

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The director of a financial services firm is excluded from the industry for five years after failing to comply with best interests obligations when consolidating clients' superannuation. ASIC has accepted an enforceable undertaking from David Orth ...

FSC launches asset manager governance regime

ALEX BURKE  |  FRIDAY, 16 FEB 2018
In response to ongoing scrutiny into the internal governance standards of Australia's asset management industry, the Financial Services Council has commenced its Principles of Internal Governance and Asset Stewardship regime. The FSC heralded the regime ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Financial advice dealer group Synchron named Matthew Wallis as the new state manager for New South Wales. Wallis will succeed Paul Del Grande who resigned to focus on his financial advice practice, InSync Financial Services. Sydney-based Wallis has ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
Commonwealth Bank has appointed a new general manager, advice professional services from Suncorp. The bank has confirmed that Ronna Ludgate commenced in the role at the end of January, leaving her position as head of distribution, conduct and professional ...