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Showing 591 - 600 of 12285 results for "General"

MSC Trustees names general manager

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... The firm - which specialises in responsible entity and fund trusteeship services - has appointed Chris Morpeth as the general manager of corporate trust and custody. The appointment follows MSC Group's acquisition of Certane CT on 12 January 2024 ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... proper person test, applies to financial advisers and includes an element of the non-payment of AFCA determinations," FAAA general manager of policy and advocacy Phil Anderson said, adding that these are simply not enough. "We've got to be asking ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... the new structure, the group unveiled its leadership team which includes Nick Hilton, who joins Entireti as executive general manager of advice delivery. He was previously general manager of advice delivery at AMP, a role he held since 2022. The Entireti ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... more efficiently. Former AMP head of retail sales and HESTA head of growth Tim Mitchell-Adams will lead this function as general manager of member growth and propositions. Mitchell-Adams brings over 30 years' experience in superannuation, wealth ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Deline Jacovides from Brisbane received the FAAA Inspire Women - Excellence in Advice Award. Presenting the award, TAL general manager, retail sales and new business Beau Riley said Jacovides deserves to be "applauded for being an outstanding financial ...

Regulators warn of possible issues with FAR reporting

ELIZA BAVIN  |  THURSDAY, 28 NOV 2024
... prescribed responsibilities, including responsibilities associated with prescribed positions. "Accountable persons may hold general responsibilities in addition to any prescribed responsibilities and positions, and these responsibilities should be separately ...

Brighter Super makes fee, death benefit changes

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... apply once the combined balance across the linked members exceeds, $546,219," Brighter Super explained. Costs covered by general reserves will also decrease from 0.03% to 0.01%, it said. However, Brighter Super will also introduce a weekly account keeping ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... increase client allocations to the asset class, second only to fixed income (41%), the study found. Fidante Affiliates general manager Evan Reedman said diversification is still at the forefront of advisers' mind. "Advisers are responding to high ...

BlackRock, State Street, Vanguard sued over climate stance

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... their climate activism violated antitrust laws and caused reduced coal production and higher energy prices. Texas Attorney General Ken Paxton filed a case with the Federal Court in Tyler, Texas, claiming the institutions "conspired to artificially constrict ...