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Showing 331 - 340 of 680 results for "Records"

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... working hard to complete our review of customers and have commenced contacting customers to refund fees, wherever our records do not show that an annual review was provided. "We will continue to look across our business for areas where we may have made ...

NGS partners with tech platform

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... transformation," said PractiFI co-founder Adrian Johnstone. "PractiFI enables us to see a single view of our employer and member records, understand their changing situation, and respond so much more effectively to their needs," NGS chief executive Anthony ...

Keybridge executive director resigns, chair appointed

ALEX BURKE  |  FRIDAY, 14 OCT 2016
... Keybridge's largest shareholder, and recently identified by Wilson Asset Management Geoff Wilson as being, "based on ASIC records... controlled by John Bolton, [who is] the father of Nicholas Bolton." Nicholas Bolton is Keybridge's former managing director ...

More transparency needed on fossil fuel investment

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... major role in challenging business models. Market Forces also campaigns for better super fund disclosure, including voting records which offer more transparency when it comes to responsible investment issues.

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... advice market. The more widespread this is, the more effective it will be in making sure individuals with poor conduct records don't move around the industry." The following licensees are subscribed to the protocol

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... highlighting his innovative coaching techniques. Prominent private adventure guide, Brian Freeman holds a number of world records and has led many of Australia's prominent individuals on adventures around the world. The author of two books, Freeman will ...

ASIC bans ex-Macquarie Equities trader

ALEX BURKE  |  WEDNESDAY, 17 AUG 2016
... unauthorised discretionary trading on five client accounts, as well as providing "inappropriate advice" and creating false records. The regulator said Kerr had convinced clients he was authorised by Macquarie Equities to operate discretionary trading ...

Magellan full year profits up 14%

MARK SMITH  |  THURSDAY, 11 AUG 2016
... institutional clients in the US. Douglass added that it will take time for each of these products to build investment track records and it is unlikely that any of these products will attract meaningful funds under management for at least three to five ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... popularity of increasingly sophisticated, more cost-efficient wrap platforms and a continuing surge in demand for ETFs. It records Australia's personal investments market at $2.24 trillion at 30 June 2015. This is compared against $2.03 trillion in superannuation ...

Keybridge appoints new director

ALEX BURKE  |  THURSDAY, 11 AUG 2016
... The Australian Style Group was also recently identified by Wilson Asset Management Geoff Wilson as being, "based on ASIC records... controlled by John Bolton, [who is] the father of Nicholas Bolton." Nicholas Bolton is Keybridge's former managing director ...