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Showing 261 - 270 of 469 results for "Jeff"

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH  |  FRIDAY, 27 JUN 2014
... Wealth had "systemic failings of compliance and it had a poor compliance culture." Macquarie was not available for comment. Jeff Morris, the whistleblower at the heart of the Commonwealth Bank financial planning scandal, has warned that the recently ...

Lonsec reveals new CEOs

STAFF WRITER  |  MONDAY, 23 JUN 2014
... Jason Clarke will move to a non-executive director role with effect from the end of this month. As Lonsec Fiscal chairman, Jeff Bresnahan said:A "Jason has been instrumental in not only the development of SuperRatings from a simple idea over a decade ...

FEAL to recognise top superannuation CIOs and COOs

STAFF WRITER  |  TUESDAY, 3 JUN 2014
... nominations adjudicated by a six-member judging panel, which includes Greg O'Neill (La Trobe Financial), Chris Page (Rainmaker), Jeff Bresnahan (SuperRatings), David Coogan (PwC), Neil Cochrane (Chairman of FEAL) and Greg Bright as Awards panel Chair. ...

Bloomberg names exec to lead new bond indices business

MARK SMITH  |  MONDAY, 2 JUN 2014
The analyst responsible for managing the suite of UBS Australia Bond indices has joined Bloomberg Indexes to head up the company's AusBond Indexes business based in Sydney. In her new role, Kerry Angel will represent the Bloomberg Indexes business in ...

AMP on hunt for new senior researchers after departure

MARK SMITH  |  FRIDAY, 30 MAY 2014
... team and is on the hunt for two execs after a key staff departure. Manager of fund research in the AMP Advice Research team Jeff Poe has departed to become a partner at Platinum Accounting. In his role he was responsible for operational and strategic ...

Bennelong CEO Jarrod Brown steps down

ALICE URIBE  |  THURSDAY, 22 MAY 2014
... manager said that the search for a replacement chief executive was "well advanced." In the interim, BFM chief financial officer Jeff Phillips and head of distribution Andrew Aitken will jointly manage the chief executive function. At the same time BFM ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ...

CommInsure launches tailored SMSF insurance product

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
CommInsure will launch a life insurance product tailored to members of self-managed superannuation funds (SMSFs) next week. The product is an enhanced version of its Total Care Plan Super product, updated to meet the new requirements in the Superannuation ...

May worry

BENJAMIN ONG  |  MONDAY, 28 APR 2014
You can almost taste it. It's nearly here. That time of year when that age-old Wall Street adage tells us to go away. May is coming! And right on cue, we get spooks from renewed and escalated tension in the Ukraine and more evidences of a slowing China ...

We did a "pretty good job" in CBA planning case: ASIC

LAURA MILLAN  |  WEDNESDAY, 26 MAR 2014
The Australian Securities and Investment Commission (ASIC) commissioner Greg Tanzer believes that the regulator "did a pretty good job" in dealing with the Commonwealth Financial Planning (CFP) case that prompted a Senate inquiry into the overall performance ...