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Showing 2761 - 2770 of 4897 results for "Alex"

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
Net establishments of new self-managed super funds have steadily declined since mid-2014, according to ATO and APRA data. Specifically, net establishments have fallen by 24% to 22,822 in the 12 months to June 2015. While this can be partly attributed ...

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
TAL-aligned dealer group Affinia has announced the winners of its 2015 Adviser Awards. Targeted at recognising the professional achievements of Affinia's risk advisers, the awards are split into four categories. The first, Adviser of the Year, was won ...

Super law changes "political suicide"

ALEX BURKE  |  FRIDAY, 4 SEP 2015
Increased member engagement with superannuation is a double-edged sword, with any changes to the system now considered "political suicide," according to former AMP senior executive - research and technical Rob Thomas. Speaking at the Financial Standard ...

Mercer appoints marketing chief

ALEX BURKE  |  FRIDAY, 4 SEP 2015
Mercer has appointed a new chief customer and marketing officer. Renee McGowan joins the Pacific leadership team from a previous position at Mercer, where she was customer service and advice leader. She has held multiple roles at Mercer since joining ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

HUB24 appoints former FSC director

ALEX BURKE  |  THURSDAY, 3 SEP 2015
HUB24 has appointed a new non-executive director who was a director of the Investment and Financial Services Association (IFSA), now known as the Financial Services Council (FSC). Tony McDonald joins the HUB24 board having held previous roles at SFG ...

EQT appoints estate planning specialist

ALEX BURKE  |  THURSDAY, 3 SEP 2015
Equity Trustees has appointed an estate planning solicitor to its Sydney offices. Terry Matthews joins EQT from Makinson d'Apice Lawyers. He is a former manager of estate planning for New South Wales at National Australia Trustees, and has also worked ...

SuperFriend launches mental illness framework

ALEX BURKE  |  THURSDAY, 3 SEP 2015
Insurer-funded not-for-profit SuperFriend has released a best practice framework for super funds and group insurance partners to manage mental illness insurance claims. The framework was developed in collaboration with, SuperFriend's statement said ...

FSC, FPA support ASIC user-pay model

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Both the Financial Services Council and Financial Planning Association of Australia have voiced their support for an industry funding model for ASIC. On August 28, Assistant Treasurer Josh Frydenberg welcomed industry consultation on the proposal while ...

JBWere appoints philanthropic services head

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
JBWere has appointed a new head of philanthropic services. Shamal Dass has been with the philanthropic services team since 2012; up until his new appointment he was a director. Prior to that, he was head of sales - trustee and fiduciary services at ...