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Showing 411 - 420 of 3441 results for "SMI"

AMP head of retail sales departs

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
AMP's head of retail sales is departing following a restructure of the sales team last year. Stephen Craig joined AMP in 2008 as head of retail sales and marketing; he then became acting director, contemporary wealth management, head of goals-based ...

Alphinity appoints client portfolio manager

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Fidante-aligned global equities boutique Alphinity Investment Management is welcoming a new senior investment specialist to its team. Andrew Grimes joins Alphinity from Winton Capital, where he was a director. Before that, he was an investment specialist ...

Perennial appoints institutional sales lead

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
Perennial Value Management and Daintree Capital are welcoming a new head of institutional sales. Dan Birch will lead the fund manager's institutional sales division, responsible for marketing and selling Perennial's equity and risk management product ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
A former authorised representative of Futuro Financial Services that transferred about $300,000 to himself from a deceased estate has been permanently banned by the corporate regulator. ASIC has permanently banned Robert Pryor Smith of South Australia's ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ...

Perennial investment services boss departs after 11 years

ALEX BURKE  |  THURSDAY, 11 JAN 2018
Perennial's general manager of investment services has departed after 11 years following his role being made redundant. Brian Thomas joined Perennial in 2006 and was responsible for business strategy, global economic updates and retail product development. ...

Australian Unity chair joins NAB

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
NAB is welcoming a new a member to the board of its superannuation fund trustee NULIS Nominees. Australian Unity chair Peter Promnitz has been appointed as a non-executive director, joining the board responsible for the MLC Super Fund and products such ...

Energy Super launches group insurance platform

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Energy Super is rolling out MLC Life Insurance's new group insurance platform to give members greater control and access to life insurance needs. LifeView, a platform aiming to integrate how members engage with life their insurance cover, offers a one-stop-shop ...

Netwealth lists on ASX

JAMIE WILLIAMSON, MICHELLE BALTAZAR  |  MONDAY, 20 NOV 2017
Netwealth was admitted to the ASX's official list following its successful initial public offering. Debuting on the ASX at midday, Netwealth's fully paid ordinary shares commenced trading on a conditional and deferred settlement basis with normal trading ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
Classroom-style financial education programs in the workplace and hands-on practice and counselling can play a significant role in closing the income protection gap. That is a key finding from a recent study by Zurich in partnership with the Smith School ...