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Showing 491 - 500 of 4365 results for "David"

ASIC permanently bans David Sutton

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
ASIC has permanently banned David Sutton from providing any financial services and disqualified him from managing corporations for five years. The regulator also cancelled the Australian financial services licence (AFSL) of McFaddens Securities, now ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... Morgan and Sunsuper. Former APP Securities chief executive Sangeeta Venketasan and State Super senior investment counsel David Hartley have joined the Mercer Investments (Australia) and Advance Asset Management boards. Meanwhile, Infrastructure Victoria ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... model and the support of a like-minded partner, these can be overcome." Meanwhile, Atkinson Saynor Private Wealth adviser David Saynor said the acquisition is the start of the next chapter for the business. "It's exciting to be part of a thriving advice ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... previously a principal of Fort Street Advisers and worked in senior roles UBS and CVC Asia Pacific. E&P non-executive chair David Evans said: "We are extremely grateful to Peter for the admirable job he has done over the past four years leading a period ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... information on the client's situation to a suitable portfolio of financial products, Christian Fieberg, Lars Hornuf, David J. Streich wrote. While specific products are included in the recommendation, GPT-4 cannot offer assistance in implementing ...

NAB progresses closure of custody arm

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... looked after Maritime Super and Statewide Super before they merged with Hostplus. NAB executive asset servicing transition David Knights told Financial Standard the appointment of a new custodian is a very important decision for clients. "We are focused ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... longevity risk and enable more Australians to enjoy a dignified retirement." The new appointees will join former PwC partner David Coogan and Allianz Retire+ director Sally Evans when they next meet in July 2023. Meanwhile, former Actuaries Institute ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
... privilege to serve as chair and work with the talented team at ISA led by the chief executive Bernie Dean, and previously, David Whiteley," he said. Combet's time as ISA chair saw several successful advocacy measures implemented, including protection ...

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... client base in an easy and cost-effective way, Webull Australia chief executive Rob Talevski said. FinClear chief executive David Ferrall said not only is this another fantastic partnership for FinClear, the significance of Webull planning to provide ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... (sustainability, climate and the circular economy) Jill Riseley. In the super sector, Mercer senior partner and actuary David Knox was recognised for his noteworthy service to the financial sector, while former HESTA chief executive and TelstraSuper ...