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Showing 321 - 330 of 1101 results for "CALI"

AMP announces AMP Bank lead

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
The new managing director of AMP Bank has been named. Sean O'Malley has been permanently appointed to the role, having acted in the role since February when Rod Finch departed. Finch only held the role for just over a year. O'Malley has been ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
Industry super fund Cbus has appointed a head of advice. Lynda Cross has stepped into the role, promoted from her previous position as manager of advice partnerships and performance. Prior to joining Cbus, Cross was manager of advice and education at ...

Mainstream posts record quarter

KANIKA SOOD  |  MONDAY, 26 APR 2021
The ASX-listed fund administrator ended March with $272.2 billion in funds under advice, as its Pendal win and inflows delivered a 21% uptick in FUA from the previous quarter. Mainstream has 348 clients and 1042 funds at March end, up 1% (five new net ...

Perks names investment chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
Perks Private Wealth has appointed Ellerston Capital's chief investment officer as the chair of its investment committee. Christo Hall has been at Ellerston for over two years and was previously managing director - senior portfolio manager in the Asian ...

Mercer adds investment, superannuation experts

JAMIE WILLIAMSON  |  TUESDAY, 30 MAR 2021
Mercer has made three appointments to the boards of its investments and superannuation businesses, including the former head of investments at MLC Asset Management and a former chair of the Association of Superannuation Funds of Australia. From April ...

Advice association chief steps down

JAMIE WILLIAMSON  |  THURSDAY, 25 MAR 2021
... stakeholders, via forums such as the AFA/FPA Joint Associations Life Insurance Task Force and Choice and Access to Life Insurance (CALI), which have positioned us well with the federal government and the opposition as they prepare to consider the future ...

Insider trading forum busted

ELIZABETH MCARTHUR  |  FRIDAY, 19 MAR 2021
The Securities and Exchange Commission (SEC) has busted an internet forum where people were selling "insider tips" on listed companies. California man James Roland Jones was charged with perpetuating a fraudulent scheme to sell what he claimed were ...

Colonial First State names executive chair

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
Colonial First State has elected the former chair of MLC Wealth as executive chair of the company that will be established on completion of its sale to KKR. Former MLC Wealth and current Generation Development Group chair Rob Coombe has been named as ...

Buffett doesn't want to report on diversity, climate

KANIKA SOOD  |  TUESDAY, 16 MAR 2021
Berkshire Hathaway is urging shareholders to vote against two separate proposals urging the firm to disclose its climate-related risks and diversity metrics. Berkshire Hathaway Inc's annual meeting is scheduled for May 1. Proxy voting directions filed ...