Search Results | Showing 41 - 50 of 303 results for "Potter" |
| | ... its regulatory priorities as it switches focus to face the challenges created by the COVID-19 outbreak. IMAP chair Toby Potter said after hearing ASIC's presentation at the IMAP adviser roadshow in Brisbane earlier this month, he doesn't think the regulator ... |
| | | ... structured loans products and associated sales and product development teams from Macquarie Bank. The acquisition increased Bell Potter Capital's loan book to almost $550 million and provides access to the independent financial planners channel. It will ... |
| | | ... Glenfield said. "It's about stepping back from those potentials and looking at actual compliance with the code." Toby Potter, chair of IMAP, revealed to Financial Standard that IMAP was invited to provide an example to FASEA as a means of seeking ... |
| | | ... reinforcing a "groupthink" and circular arguments. As an example, the paper says Grattan cited a 2016 report by Michael Potter and also three other sources (Henry Tax Review, speeches by Bill Shorten and Paul Keating) used in the Potter report, without ... |
| | | ... includes Bianca Richardson who is senior policy manager, investments, global markets, superannuation along with Michael Potter in the role of senior policy manager, economics and tax. Nick Kirwan is in the role of policy manager, life insurance and Jane ... |
| | | ... discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of MDAs being released, IMAP chair Toby Potter said he did not know exactly when the report will be out but it is expected by the end of the year. Potter's colleague at Philo ... |
| | | ... presumably benefit from remuneration received for providing advice," IMAP said in a regulatory update. IMAP chair Toby Potter wrote a letter to FASEA chief executive Stephen Glenfield explaining managed accounts. "One of the principal drivers of the ... |
| | | ... distribution across New South Wales and Queensland and a new business development executive - both from Macquarie Group. Matthew Potter steps into the investment specialist position, based in Sydney. He has 30 years' experience in investments, most recently ... |
| | | ... Management won the Australian fixed interest category and Soteria Capital took out the multi asset class award. IMAP chair Toby Potter said the awards judging panel was impressed by the quality and depth of entries. "It was a very close contest in each ... |
| | | ... significant part of the advice profession, with many managers and licensees now offering portfolios," said IMAP chair Toby Potter. "The managed account programs that are offered by advice firms are an important development that we want to recognise." ... |
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