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Showing 31 - 40 of 124 results for %22Plum Financial Services%22

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... - AFA caps its annual conference with an awards gala ceremony for the 2017 Practice of the Year, which went to Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to Charlie Fraser from Shadforth Financial. ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...

Senior hires at REST

KARREN VERGARA  |  WEDNESDAY, 22 MAR 2017
... Therapeutics. Prior to that he held senior roles with Colonial First State Global Asset Management, Perpetual, Plum Financial Services and Deutsche Bank. Deborah Potts is now REST's head of advice and education and will lead the member solutions, advice ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... super funds into one, creating the largest retail fund in the country. The new MLC Super Fund comprises MLC MasterKey and Plum superannuation offerings, and represents roughly $70 billion in funds under management - making it the second-largest super ...

New director for NAB super trustee

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... board and member of its investment committee, a member of the Super Wrap and IDPS Investment Committee, and the Masterkey and Plum Investment Committee. As previously reported by Financial Standard, former head of international and chief executive Asia ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... Cbus to use with the new program. Midwinter said in a statement that the partnership will "utilise over 20 specialist financial advice roles with an increased emphasis on effective communication and 'end to end' service delivery." Midwinter managing ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... South Africa, before working for McKinsey & Co. In his role at NULIS, Schoenheimer is also a member of the MLC Masterkey and Plum Superannuation Fund investment committees and the Super Wrap and Investor Directed Portfolio Service (IDPS) committee. The ...

ASIC compensation plummets despite surveillance success

ALEX BURKE  |  MONDAY, 8 AUG 2016
... Armour said. ASIC commissioner Greg Tanzer added: "ASIC is working hard to maintain trust and confidence in Australia's financial services industry. "This report is a document of our strong track record and dedication to taking strong enforcement action ...

NAB merger creates largest retail super fund

ALEX BURKE  |  THURSDAY, 14 JUL 2016
... super funds into one, creating the largest retail fund in the country. The new MLC Super Fund comprises MLC MasterKey and Plum superannuation offerings, and represents roughly $70 billion in funds under management - this makes it the second-largest super ...