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Showing 311 - 320 of 1043 results for "Mutual"

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... switch to finance came after a speaking event where he addressed about 700 people and the next day received a letter from a mutual fund company inviting him to work for them, to share his human-centric ideas. The switch to financial planning came after ...

Chief executive banned for paying wife

ELIZABETH MCARTHUR  |  TUESDAY, 19 NOV 2019
The chief executive of a small mutual insurer has copped two large fines and a ban from the UK's Financial Conduct Authority and Prudential Regulation Authority after he paid his wife close to $400,000 to reduce his personal tax liability. Stuart Forsyth ...

CommInsure enters guilty plea

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
CommInsure has pleaded guilty to 87 hawking offences. ASIC announced that Colonial Mutual Life Assurance Society, trading as CommInsure, has entered a guilty plea for 87 counts of offering to sell insurance products in the course of unlawful, unsolicited ...

CountPlus expands network

ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
... become Australia's leading network of professional accounting and financial advice firms, aligned through shared values, mutual success and our sense of community. This investment in DMG is another encouraging step towards achieving our vision," Rowe ...

Global ETF industry hits record high

ELIZA BAVIN  |  FRIDAY, 8 NOV 2019
... particularly striking in the data is the continued investor preference towards ETFs, both active and passive, with ETFs outselling mutual funds three-to-one in the September quarter." BetaShares said continuing the trend from previous quarters; the fixed ...

Boutique hires CBA's credit strategy lead

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... hired Commonwealth Bank's highly-regarded head of credit strategy, as it launches two new funds. Scott Rundell is joining Mutual Limited as its head of research and strategy in a newly-created role. Mutual Limited was started about 10 years ago by Wayne ...

CBA finalises CommInsure sale

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
... under the new agreement AIA will "obtain an appropriate level of direct management and oversight" of the business. Colonial Mutual Life Assurance Society, the key life insurance entity of CommInsure Life, has also implemented reinsurance arrangements ...

Funds management excellence to be recognised

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... Funds Management Smallco Solaris Investment Management Australian Equities - Small Cap Fidelity International Investors Mutual Limited Lennox Capital Partners Australian Equities - Large Cap Allan Gray Australia AllianceBernstein Solaris Investment Management ...

Envestnet founder tragically killed

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... killed in a car accident alongside his wife, Hanover Hill Wealth Advisors founder Mary Miller. A former managing director of mutual funds at Nuveen Investments, Bergman founded Envestnet in 1999 on the premise that technology could change the financial ...

Equity Trustees wins Colonial mandate

KANIKA SOOD  |  FRIDAY, 4 OCT 2019
Equity Trustees has cracked $100 billion in funds under supervision, after striking an agreement with Colonial Mutual Life Assurance Society effective October 1. Equity Trustees Limited is taking over as the trustee of $10.5 billion of CMLA's assets. ...