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Showing 411 - 420 of 780 results for "Daniel"

Complexity equals risk: IOOF chief

HARRISON WORLEY  |  THURSDAY, 21 NOV 2019
... Mota said the firm's former complex organisational structure was responsible for additional risk. Asked by Labor MP Daniel Mulino whether IOOF's super business had a more complex structure than other superannuation funds, Mota agreed, and said ...

Axsesstoday appoints chief executive

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... existing relationships will add significant strength and expertise to Axsesstoday and its existing leadership team," said Daniel Dejanovic, senior managing director of Cerberus Global Investments. "With its new partnership with Cerberus and the appointment ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A former Apogee Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... month end. AdviserLogic co-founder Gundeep Sidhu will leave the company. The other co-founder and current chief executive Daniel Gara will stay and lead the product development and go-to-market efforts for AdviserLogic. In all, over 80 AdviserLogic staff ...

ASIC puts trustees on notice

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
The Australian Securities and Investment Commission has warned superannuation trustees to improve the standard of communication to fund members about Putting Members' Interests First (PMIF) reforms, hinting it may take action against funds if necessary. ...

ASIC imposes AFSL conditions on IOOF

JAMIE WILLIAMSON  |  MONDAY, 28 OCT 2019
The corporate regulator has imposed additional licence conditions on IOOF Investment Services to improve conflicts management. According to ASIC, IOOF Investments Services Limited (IISL) sought a variation of its licence in order to transfer a managed ...

WA Super awards $20mn mandate

HARRISON WORLEY  |  TUESDAY, 22 OCT 2019
... issues whilst continuing to have positive investment returns for our members." Impact Investment Group chief executive Daniel Madhavan said the group was "truly deeply excited" to bring the impact investment fund to WA. "When people realise that their ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ...

SMSFs not for everybody: ASIC

HARRISON WORLEY  |  MONDAY, 14 OCT 2019
ASIC is warning Australians to consider the appropriateness of self-managed super funds, noting controversial Productivity Commission findings which show the super vehicle is less suitable for low-balance members. The corporate regulator is urging Australians ...

Return to the mutual model: Expert

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ...