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Showing 591 - 600 of 2259 results for Mark Smith

ASFA appoints independent chair

MARK SMITH  |  MONDAY, 27 JUL 2015
The Association of Superannuation Funds of Australia (ASFA) has appointed its first independent chair following Jim Minto's decision to retire from the role and as a director on 30 July. Minto was appointed chair in November 2013, and has been an ASFA ...

Nikko announces Americas sales head, new products

MARK SMITH  |  MONDAY, 27 JUL 2015
... that, he worked for Invesco as a managing director. He has also worked for Segal Advisors, American International Group and Smith Barney. "We are excited to have Fred DeSerio take on a greater leadership role at Nikko Asset Management as we expand our ...

Financial services fail to share mental health data

MARK SMITH  |  FRIDAY, 24 JUL 2015
Two-thirds of listed financial services companies are failing to disclose important data for measuring employee mental health against wider standards. According to a new report by the Australian Council of Superannuation Investors (ACSI), only a third ...

Capital Group chairman passes away

MARK SMITH  |  THURSDAY, 23 JUL 2015
James Rothenberg, the chairman of active investment management giant Capital Group, has died at the age of 69. Rothenberg, who recently celebrated 45 years with the company, suffered a heart attack on 21 July. He served in a variety of leadership positions ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
Commonwealth Bank chief executive Ian Narev has insisted that despite the challenges the bank has faced in its financial advice business and in spite of widespread digitisation, face-to-face planners will remain at the heart of the company's business ...

PROFILE: BNP Paribas Securities Services country head David Braga

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... precisely what makes him the right man for the job as BNP Securities Services' new head of Australia and New Zealand. Mark Smith explains. Strangely enough, after 24 years in the financial services industry in numerous and varied roles, the decision ...

Mercer appoints senior AMP exec

MARK SMITH  |  TUESDAY, 21 JUL 2015
Mercer has named the person to fill the strategic planning and delivery leader role vacated by Andrew Godfrey following his promotion to the financial services business leader position. Succeeding Godfrey is Anthony Angelucci. He joins from AMP where ...

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
Sydney advice boutique Omniwealth Services has paid a $10,200 penalty for making misleading advertising claims on its website. On a page explaining the advantages of investing in property via a self-managed super fund (SMSF), Omniwealth compared the ...

Class partners actuarial certificate provider

MARK SMITH  |  MONDAY, 20 JUL 2015
Class, the company behind cloud-based SMSF tool Class Super, has partnered with actuarial certification firm Lime Actuarial. Actuarial certificates are generally required for SMSFs that pay a pension income stream and have an accumulation interest. ...

SMSF direct property investment jumps 60pct

MARK SMITH  |  FRIDAY, 17 JUL 2015
The value of self-managed super fund (SMSF) investment in residential real estate has jumped 60% in the last four years, according to figures from the Australian Securities and Investments Commission (ASIC). In its submission to the Parliamentary Inquiry ...