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Showing 571 - 580 of 1072 results for "Separately"

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... is occurring," ASIC deputy chair Peter Kell said. The review is part of the regulator's Indigenous Outreach Program. Separately, ClearView has launched an online payment facility enabling advisers to charge and process flat fees for life insurance advice. ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... added. The enhancements follow on from Praemium's recent addition of international model portfolios to its suite of separately managed accounts. Users of Praemium can now access models from the likes of Arnhem Investment Management, Joseph Palmer & Sons ...

MGP flags global search for COO and head of product

ALEX BURKE  |  FRIDAY, 2 FEB 2018
... manager and Craig Giffin as head of risk and compliance. Carr joined from Powerwrap, where he was head of sales across separately managed accounts, wrap and execution services. In this role he was credited with growing the platform's funds under administration ...

Lead portfolio manager named for new international LIC

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... with WAM Capital, WAM Leaders, WAM Microcap, WAM Research and WAM Active shareholders receiving priority allocation. Separately, Wilson was appointed an Officer in the General Division of the Order of Australia (AO) on Australia Day. He was appointed ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... compensation totalling $1,638,113 (including interest) as a result of inappropriate advice leading to financial loss. Separately, CBA was named Australia's most sustainable business on the Global 100 Index at this year's World Economic Forum. The index ...

Asset management services provider expands to Australia

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... industry. Blackwell Global Hong Kong, established in 2015, is an affiliate of the London-based Blackwell Global group. Separately, in mid-2017, global equity index provider MSCI announced it will add China A shares to two of its indices starting June ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... for SMSFs comprised the big four banks, Telstra, BHP Billiton, Wesfarmers, CSL, Woolworths and Woodside Petroleum. Separately, new data released by the Australian Taxation Office shows returns from the SMSF sector in 2015-16 were on par with that of ...

ASIC accepts EU from Brisbane adviser

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... activity, and reviews the quality of advice to determine whether the advisers are acting in their clients' best interests. Separately, ASIC announced Suncorp subsidiary MTA Insurance will refund young customers who were sold add-on life cover that had ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... from Wagga Wagga, New South Wales has the right to review of ASIC's decision via the Administrative Appeals Tribunal. Separately, South Australian financial adviser David Mario Alafaci copped a permanent ban as of 22 December 2017 for instructing clients ...