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Showing 3701 - 3710 of 4761 results for "July 2011"

Former adviser faces fraud charges

ASIC RELEASE  |  THURSDAY, 27 JAN 2011
A former financial adviser is facing charges, including fraudulently obtaining client funds, after an investigation by the Australian Securities and Investments Commission (ASIC). Alan Leslie Brown, of Lugarno, New South Wales, has appeared on a total ...

Bennelong appoints senior analyst

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Former ING Investment Management analyst, Kieran Sission, will join Bennelong Australian Equity Partners (BAEP) next month as a senior analyst. Sission has worked with members of BAEP management for more than five years during their tenure at ING Investment ...

Welsh retires as VicSuper CEO

RUTH LIEW  |  FRIDAY, 17 DEC 2010
Bob Welsh, the long standing chief executive of the $7.7 billion VicSuper, will retire at the end of this month. Welsh, aged 64, has led VicSuper since its inception on 1 July 1999, when it replaced the Victorian Superannuation Board as Trustee and ...

Government unveils response to Cooper

RUTH LIEW  |  THURSDAY, 16 DEC 2010
The Government has welcomed most of the recommendations from the Cooper Review - but rejected several key proposals to do with MySuper. The Cooper Review originally recommended that there should be no cost cross-subsidisation between MySuper and other ...

AIA wins $160m Sunsuper mandate

RUTH LIEW  |  THURSDAY, 9 DEC 2010
AIA Australia cements its top spot as Australia's biggest group insurer after clinching a $160 million contract with Sunsuper. AIA replaces Suncorp Life to provide death, disablement and income protection insurance cover to over one million members ...

Changes ahead for WA govt super

ALEX DUNNIN  |  THURSDAY, 9 DEC 2010
A report commissioned by the WA Treasurer into the GESB demutualisation said the proposal was not in members interests and recommends major changes to WA public sector superannuation arrangements. In July 2009, the WA Treasurer appointed Rod Whithear ...

ASIC bans adviser for misleading conduct

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
ASIC has banned financial adviser Jenny Tu Quyhn Tran of Naremburn for five years for misleading conduct and deceptive client relations. ASIC has called the actions of Tran "deliberate and likely to mislead", and that she showed a lack of compliance ...

Magill grows FUA as client base doubles

RUTH LIEW  |  MONDAY, 6 DEC 2010
Nine months after the former chief of Statewide Super set up her own financial planning firm, Frances Magill is advising double the number of clients she initially targeted, and grown the firm's FUA to $5 million. Magill joined Matrix Planning Solutions ...

HiPortfolio helps Suncorp adopt TOFA changes

MEDIA RELEASE  |  THURSDAY, 2 DEC 2010
Suncorp Life now supports the new Taxation of Financial Arrangements (TOFA) through its administration platform, HiPortfolio. HiPortfolio is TOFA-ready, following its recent multi-million dollar project completed in conjunction with the DST GS Advanced ...

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
The Financial Planning Association has unveiled a new strategy and brand at the FPA National Conference on the Gold Coast this morning as part of a broader effort to restore consumer trust post-GFC. As part of the strategy, the FPA has proposed a number ...