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Showing 551 - 560 of 1486 results for "Channel"

Pendal family office lead moves to boutique

KANIKA SOOD  |  FRIDAY, 13 DEC 2019
... private banks. He started in the role on December 2. The move comes as Regal restructures its distribution efforts to a channel or segment focus. As a part of this its distribution head Aidan Kelleher left the company. Saunders is not the only one to ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... this kind from the ground up. We are very pleased to have someone of her calibre leading what we expect will become a key channel for Lifespan Financial Planning." Tunkin added she was "passionate" about the launch of the support service, and said she ...

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
Glen Holding's Channel Capital has signed on a new boutique that is backed by former Swisse Vitamins boss Radek Sali. The Impact Fund has three former Goldman Sachs investors at the helm and will invest in infrastructure and real estate opportunities ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... providers who can negotiate fees on the back of their much-larger scale. "It's hard to crystal gaze but wholesale and retail channel is really going down the managed accounts path and it will put pressure on active manager fees," Sebire says. The fee ...

ASIC outlines Code of Ethics expectations

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
The Australian Securities and Investment Commission has outlined what it expects of advice licensees in regards to enforcing the Code of Ethics, saying it will not monitor or enforce individual advisers' compliance. The regulator said under the Corporations ...

Westpac faces 23 million breaches

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2019
Westpac is facing 23 million alleged breaches of anti-money laundering laws and counter terrorism laws. AUSTRAC has applied to the Federal Court seeking civil penalty orders against Westpac relating to "systematic" non-compliance with the Anti Money ...

Vanguard appoints head of superannuation

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... role on Vanguard's Financial Adviser Services team in the US, where he has been leading the registered investment adviser channel since early 2017. Prior to his role in the US, Lovett served as Vanguard Australia's head of distribution for three years. ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... investment capability to the retail market." "Copia has a proven track record in raising assets in the financial advice channel and we view our partnership as a good strategic and cultural fit." Sam Baillieu, chief executive of Copia said: "We're delighted ...

High claims acceptance among insurers: Report

ELIZA BAVIN  |  THURSDAY, 14 NOV 2019
... compared to 3563 for non-advised claims. The regulators also looked into the claim ratios by cover type and distribution channel, finding that there is a significant variance between products; ranging from 4% for individual advised accidents to 105% ...

TAL shuffles leadership amid restructure

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
TAL has shuffled its executive lineup, creating new roles as part of a wider realignment of the business that sees responsibility for its life insurance business split in two. The life insurer has redesigned its structure, splitting its life insurance ...