The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 11 - 20 of 33 results for "Neil Macdonald"

Adviser associations to merge

CASSANDRA BALDINI | THURSDAY, 30 JUN 2022

... merger of the AMP Financial Planners Association and Hillross Advisers Association in 2020. TAA chief executive Neil Macdonald welcomed the body and its members. "We are very much looking forward to representing ARA members and supporting them as they ...

TAA calls for prudent pace for reforms

KARREN VERGARA | TUESDAY, 8 MAR 2022

... potential impact of any changes on consumers, advisers and other stakeholders before we leap," TAA chief executive Neil Macdonald said. With similar goals to the ALRC, the QAR aims to streamline and simplify regulatory compliance obligations to reduce ...

The Advisers Association appoints chair

CHLOE WALKER | WEDNESDAY, 16 FEB 2022

... vice chair since 2020 and was also a board member of TAA's forerunner, AMPFPA, from 2019. TAA chief executive Neil Macdonald described Beimers as "a practising financial adviser with over 23 years' experience in financial services and has expert ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON | FRIDAY, 15 OCT 2021

... practice it would mean only licensed financial advisers would be able to give financial advice," TAA chief executive Neil Macdonald said. "We are also pleased to see the call to distinguish between financial advice and general information. This would ...

The next 20 years in Aussie ETFs

KANIKA SOOD | THURSDAY, 26 AUG 2021

State Street's head of the asset manager segment in Asia Pacific Neil Macdonald says active ETFs, thematic products and ESG will dominate the ETF industry in the years to come. Macdonald joined State Street earlier this year from KPMG, and now works ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON | MONDAY, 26 JUL 2021

... said that proposed valuations of about 2.5 times recurring revenue devalued their business. AMPFPA chief executive Neil Macdonald said at the time that, under contract, AMP must consult with financial advisers when considering changes to terms in addition ...

State Street appoints APAC head of asset managers

KANIKA SOOD | MONDAY, 10 MAY 2021

... State Street has hired from KPMG to fill the newly created role of head of asset managers segment, Asia Pacific. Neil Macdonald will join the role effective May 14. He will lead State Street's engagement strategy for asset manager clients in Asia ...

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON | THURSDAY, 18 MAR 2021

... exit fee of $7400 per adviser for banks and institutions that are getting out of the sector. TAA chief executive Neil Macdonald said the ASIC levy is only being charged to those who are choosing to remain in the industry. "By exiting advice, the major ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR | TUESDAY, 12 JAN 2021

... gave notice to that they were terminating, so it's not a surprise," The Advisers Association chief executive Neil Macdonald told Financial Standard last month. He explained that the practices terminated by AMP were typically single-planner businesses ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR | FRIDAY, 18 DEC 2020

... most advisers of any AFSL this year, with 323 departing between January and December. The Advisers' Association Neil Macdonald said there are many reasons behind the exodus. "From an AMP perspective, they changed the terms last year and terminated a ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

The market has changed. The opportunity hasn't.

Strength amid noise

Follow the leaders

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE