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Showing 371 - 380 of 780 results for "Daniel"

US fund manager expands into Australia

ELIZA BAVIN  |  MONDAY, 20 APR 2020
... associate. Wang's appointment follows that of Jeremy Crowley as director of institutional markets in January this year and Daniel Bullock as director of wholesale markets in July 2019. Laird Abernethy, managing director for GQG Partners' Australian subsidiary ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... being able to efficiently deliver advice is more important than ever before." Morningstar director of product management Daniel Gara said the new module will help save clients' time, and therefore money. "Our key goal for 2020 is to reduce the cost ...

Former financial adviser permanently banned

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
A former financial adviser is the first person to be permanently banned from having any involvement in financial services or credit businesses in Australia. ASIC has used its newly sharpened teeth to permanently ban former Adelaide financial adviser ...

Charterhill founder incarcerated

ALLY SELBY  |  MONDAY, 6 APR 2020
The founder of Charterhill Group, which collapsed in 2014, has been sentenced to 10 years imprisonment, and will serve at least six of these behind bars. Charterhill Group, run by George Nowak, provided a "one stop shop" for SMSF clients; providing ...

Super funds must prioritise liquidity: Regulators

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
The superannuation sector has been told in no uncertain terms how it should deal with the ongoing impacts of COVID-19, with ASIC and APRA directing super funds to prioritise liquidity. In a joint letter sent to all registrable superannuation entities ...

Former AMP adviser sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients. Trevor Martin from Kiama on the NSW south coast was hit with 750 hours of supervised community service as part ...

US turns to QE, RBA to follow

ELIZA BAVIN  |  MONDAY, 16 MAR 2020
... meeting and it is not yet known whether another cut will be made at the April meeting. Janus Henderson portfolio manager Daniel Siluk said growth prospects are expected to only worsen as the global economy grapples with the effects of the rapidly expanding ...

Stand still, get left behind

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
The world of ESG integration into the investment process has moved ahead so rapidly that industry experts agree those who aren't yet on the bandwagon will likely be left behind. In order to keep up with the times, many firms have introduced proprietary ...

Lack of independence must be made clear: ASIC

ELIZA BAVIN  |  TUESDAY, 10 MAR 2020
Financial advisers will need to provide every retail client a written statement explaining "simply and concisely" why they are not independent, impartial and unbiased; if ASIC's draft recommendations for advice fees are adopted. The purpose, ASIC said ...

Jamie Dimon recovering after emergency heart surgery

ALLY SELBY  |  MONDAY, 9 MAR 2020
... artery and was rushed into emergency surgery late last week. The bank's co-presidents and co-chief operating officers, Daniel Pinto and Gordon Smith, have taken over the reins while the 63-year-old recovers. In an internal letter to staff and investors ...