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Showing 271 - 280 of 280 results for Alice Uribe

Low balance members hit with fees under super changes

ALICE URIBE  |  MONDAY, 8 APR 2013
Extra administration costs borne out of the federal government's proposed superannuation changes could be passed onto all superannuation fund members, even those with small balances, according to Deloitte. The government has said that the proposed loss ...

AMP expands Chicago credit research team

ALICE URIBE  |  FRIDAY, 5 APR 2013
AMP Capital has added a portfolio manager to its Chicago credit research team, reinforcing the importance of its US presence in managing global fixed income portfolios. Afrim Ponik joined the fixed income team (credits market research) and sits in a ...

Halifax to fix deficiencies after ASIC review

ALICE URIBE  |  FRIDAY, 5 APR 2013
Halifax Investment Services (Halifax) will appoint an independent consultant to review its business after the Australian Securities and Investments Commission (ASIC) found deficiencies in the business. ASIC accepted an enforceable undertaking (EU) and ...

Financial Wisdom launches discounted recruitment service

ALICE URIBE  |  THURSDAY, 4 APR 2013
Dealer group Financial Wisdom has launched a service to solve adviser recruitment issues in its aligned practices. As part of the new service, the Commonwealth Bank (CBA) backed Financial Wisdom has created an external recruitment website and offers ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
Advisers who choose to go off-platform when handling client investments could be hit with higher admin costs, in one case four times more compared with staying on-platform, research found. The report undertaken by Praxis Partners and commissioned by ...

CFS appoints new general manager

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
Colonial First State has appointed new general managers for roles previously held by Scott Durbin and Nicolette Rubinsztein. CFS has appointed Geoff Peck as its new general manager, marketing and distribution as part of a reshuffle in its upper management. ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
The peak financial planning industry bodies are confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial ...

Asset allocation shifts as EM turns strategic: MFS

ALICE URIBE  |  MONDAY, 25 MAR 2013
Institutional investors are starting to look at the emerging market asset class more of a 'strategic' rather than an 'opportunistic' play, according to a visiting global portfolio manager. Thomas Melendez, Institutional Equity Portfolio Manager - MFS ...

MFAA to terminate 1,100 mortgage brokers

ALICE URIBE  |  MONDAY, 25 MAR 2013
The Mortgage & Finance Association of Australia (MFAA) could forfeit nearly half a million dollars in membership fees after it terminated 1,100 of its broker members who failed to meet its new educational requirements. All loan writing members had until ...

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
In a widely anticipated move, the government has today tabled a bill that will enshrine the term "financial planner/adviser" into law. The legislation, introduced by the Minister for Financial Services and Superannuation Bill Shorten aims to enhance ...