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Showing 41 - 50 of 145 results for "RAMS"

ASIC to strengthen complaints handling

ELIZABETH MCARTHUR | THURSDAY, 16 MAY 2019

ASIC has initiated public consultation on the creation of new standards for financial firms handling consumer and small business complaints. The regulator is proposing standards that will include mandatory data reporting and make firms' complaints handling ...

New head of retail at Pinnacle

KANIKA SOOD | TUESDAY, 26 MAR 2019

Pinnacle Investment Management hired a new head of retail from Morningstar, as the incumbent moves his focus to corporate strategy. Ramsin Jajoo joined Pinnacle in February. He will manage a team of 16 and report to its founding managing director Ian ...

InvestSense hires head of adviser solutions

KARREN VERGARA | THURSDAY, 14 FEB 2019

InvestSense recently appointed the former head of distribution at Russell Investments as the director and head of adviser solutions. Paul Carrington spent 13 years at Russell Investments and prior to that worked as a financial adviser at Carrington ...

Former Morgan Stanley chief to join Westpac board

HARRISON WORLEY | WEDNESDAY, 6 FEB 2019

Westpac appointed two new board directors, including the former chief executive of Morgan Stanley Australia. Steven Harker and Margaret Seale will join the board of Westpac in March as non-executive directors, and both are set to be appointed to the ...

Former AMP senior manager joins platform

JAMIE WILLIAMSON | WEDNESDAY, 16 JAN 2019

... and has worked with clients including NABtrade, ING Direct, Members Equity (ME) Bank, Australian Bureau of Statistics and RAMS Home Loans. Powerwrap chair Anthony Wamsteker said Hardman is a welcome addition to the board. "The Australian wealth management ...

The changing face of SMSFs

JAMIE WILLIAMSON | MONDAY, 10 SEP 2018

Self-managed superannuation funds increased allocations to international equities by 30% in the first half of 2018, as well as upped exposure to listed investment companies and trusts in a bid to reach new markets. According to the latest Commsec SMSF ...

Boutique asset manager expands investment team

JAMIE WILLIAMSON | FRIDAY, 25 MAY 2018

An Australian equities boutique is welcoming a new senior investment manager. Gordon Ramsay has joined Copia Investment Partners' boutique Ralton Asset Management. Ralton's head of Australian equities Andrew Stanley said the fund manager is excited ...

SMA provider to award $20m mandate

DARREN SNYDER | TUESDAY, 15 MAY 2018

A separately managed account provider will soon award a $15-20 million Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA | TUESDAY, 27 FEB 2018

ASIC banned a former NAB and Westpac adviser for five years for inappropriately providing superannuation and insurance advice. Brisbane-based financial adviser Christopher Ramsay was a representative of Westpac between 2010 and 2015. He went on to work ...

O'Dwyer urges AFCA consultation

KARREN VERGARA | FRIDAY, 3 NOV 2017

The Revenue and Financial Services Minister today welcomed a consultation paper on the terms of reference, governance and funding arrangements for the Australian Financial Complaints Authority (AFCA). AFCA, expected to operate as of 1 July 2018, is ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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