The latest issue of Financial Standard now available as an e-newspaper
|Showing 31 - 40 of 100+ results for Elise Burgess|
|ASIC has accepted an enforceable undertaking from a former Commonwealth Financial Planning adviser, including a five year ban. A former Commonwealth Financial Planning Limited (CFPL) adviser, Christopher Baker of Croydon, NSW, has offered to not provide ...|
|Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ...|
|MLC has shaken up its global shares strategy allocations with a new fund manager and dropping allocations to others. Taking effect immediately, MLC has allocated 11.5% to new manager Delaware Investments and dropped its 8.5% allocation to Capital International. ...|
|Alphington Private Wealth is the corporate super adviser for SMEC Super Fund, after being awarded a $45 million mandate. Under the mandate, Alphington will work with SMEC Super Fund staff and management to deliver wealth management, consulting and financial ...|
|Social media use by the financial planning community is a simple, smart way for advisers to stay on top of new regulatory developments, exchange ideas and benefit their own practices according to the FPA. Latest figures released by the Financial Planning ...|
|Michael Pratt is the new non-executive director for the Bennelong Group Board and director of the board's philanthropic arm the Bennelong Foundation, effective immediately. Pratt joins the board from his role as head of consumer and SME banking, North ...|
|Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ...|
|Brian Wilson will take over as chair of the Foreign Investment Review Board, replacing John Phillips AO who will retire on April 16 after 15 years in the role. Announced today by Treasurer Wayne Swan, Wilson has been appointed for a five-year period ...|
|J.P. Morgan WSS will provide end-to-end third party derivatives collateral management for four super funds including AustralianSuper, as it completes a $30 million technology investment program for institutional clients. J.P. Morgan Worldwide Securities ...|
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money.
The chief executive of a soon-to-merge industry super fund has announced he will not seek a role within the merged fund.
Life insurer TAL launched three new offerings that aim to address fairness and sustainability of income protection products.
AMP Capital made two key appointments to its real estate team and infrastructure equity business.
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