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Showing 571 - 580 of 2046 results for "CRA"

Global firm appoints Australia chief

ALLY SELBY  |  THURSDAY, 5 DEC 2019
A global financial services firm has appointed a former UBS executive to lead its Australian arm, tasked with fueling new growth across the business. Andrew Dalgleish is the new chief executive of BTIG Australia. He has spent the last 20 years leading ...

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...

Business giants attempt to crack financial planning

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
If you were given a financial planning practice and you had until June 2020 to raise its revenue by 25%, how would you do it? That's a question that was put to former Swisse Vitamins boss Radek Sali, former Costa Group managing director Simon Costa ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...

J.P. Morgan predicts extended income squeeze

ELIZABETH MCARTHUR  |  TUESDAY, 26 NOV 2019
J.P. Morgan recently released its annual Long-Term Capital Market Assumptions, forecasting the 10-15 year returns investors can expect. The research isn't rosy, predicting sluggish global growth, modest returns on stocks and an income squeeze for Australians. ...

Axsesstoday appoints chief executive

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
Axsesstoday has appointed a new chief executive following privatisation and investment from Cerberus Capital Management. Craig Edwards will lead the company in its next phase, replacing interim chief executive Stewart Winspear. Edwards joins from Pepper ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
The current climate is pushing the importance of asset allocation to the forefront of building robust portfolios, prompting investment experts to think outside the box of traditional assets. Karren Vergara writes. The importance of making the right ...

Ex-Janus Henderson portfolio manager opens new boutique

ELIZABETH MCARTHUR  |  THURSDAY, 31 OCT 2019
Former Janus Henderson head of global emerging market equities Glen Finegan will head up a new boutique asset management business in partnership with Bennelong's UK arm. BennBridge (the UK arm of Bennelong Funds Management) is launching the new boutique ...

AMP contests senior lawyer's claims

KANIKA SOOD  |  TUESDAY, 29 OCT 2019
Larissa Baker Cook overplayed her role in fee-for-no-services escalation and could be "verbose and dominant" in conversations, AMP says in its defence to her claim seeking compensation for unfair dismissal. The senior lawyer dragged her former employer ...

Senior lawyer drags AMP to court

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
A former AMP lawyer is claiming over $2 million from the company for unfair dismissal after she raised concerns about fee-for-no-services practices with its former top executives. Larissa Baker Cook was involved in AMP's legal preparation for the ...