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Showing 11 - 20 of 631 results for neil

Rest hires policy lead from HESTA

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2023
The $75 billion superannuation fund welcomed a head of public policy this week, recruiting from HESTA. Enrico Burgio has moved to Rest from HESTA where he served as senior manager - policy and advocacy since January. Prior to HESTA, he held a series ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

I can only apologise: PwC boss

CASSANDRA BALDINI  |  THURSDAY, 12 OCT 2023
... indicating that he has some information that he wishes to share but doesn't want anybody to know he is sharing it." O'Neil agreed with the statement. "This is the head of international tax, PwC Australia. The 144 pages show communication from ...

PwC chief executives hold too much power: Review

CASSANDRA BALDINI  |  THURSDAY, 28 SEP 2023
Too much power has rested in the hands of PwC chief executives, who are elected in a presidential-style campaign and, other than maintaining popularity, have unchecked authority, an independent review has found. The report by former Telstra boss Ziggy ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... it noted. The parties, however, have agreed to engage in mediation that will take place in November. TAA chief executive Neil Macdonald welcomed the mediation but said that "in the interests of AMP, its shareholders, and past and current AMP-licensed ...

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
The expertise of financial advisers can make a 5.9% difference in the value of client portfolios compared to those who are non-advised. According to Russell Investments' 2023 Value of an adviser report, not only can advisers help boost client assets ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... will be delivered to the client," he said. Of a similar vein, Mantella noted that Stanford Brown chief executive Vincent O'Neil previously said the single biggest focus should be staff communication - particularly if there is concern about advisers feeling ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... and advisers who wish to invest according to their values," Russell head of adviser and intermediary solutions in Australia Neil Rogan said. The new options give retail and wholesale investors access to some leading investment managers and strategies ...

Platinum AM chief executive steps down

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
Platinum Asset Management chief executive Andrew Clifford has announced he will vacate the top job but remain as co-chief investment officer. The board confirmed it will shortly commence the hunt for Platinum's next chief and said Clifford will ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... the advisers filed the class action against AMPFP. At the time of filing, The Advisers Association (TAA) chief executive Neil Macdonald said its AMPFP members were relieved that action was being taken. "A lot of our members are just shattered, essentially. ...