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Showing 671 - 680 of 1344 results for "Stephen"

Product conflicts in retail banking: ABA report

ALEX BURKE  |  THURSDAY, 19 JAN 2017
... that led to the Future of Financial Advice reforms. The report, written by former Australian Public Service Commissioner Stephen Sedgwick, has in its own words "tentatively identified" practices in some retail banking businesses where product sales incentives ...

MLC reveals new executive team

ALEX BURKE  |  WEDNESDAY, 18 JAN 2017
... general manager data, analytics and CRM; Michael Olivier as general manager of sales; Nick Lethbridge as head of product; Stephen Rosengren as head of channel development; and Mouli Ganguly as head of transformation bancassurance. The leadership team ...

Regal FM COO to depart

ALEX BURKE  |  MONDAY, 19 DEC 2016
Regal Funds Management's chief operating officer will leave the company this month following a transition period. Stephen Baldwin became Regal's COO in 2012, having previously been a quantitative portfolio manager there. Prior to Regal, he was a senior ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... per annum, with constant volatility of 6% per annum (over a full investment cycle)." Winston Capital founding partner Stephen Robertson added: "The entry of high-quality global managers like CFM into the retail marketplace has enabled financial advisers ...

HLB Mann Judd builds Melbourne presence

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Accountants and business advisers HLB Mann Judd Melbourne made two new appointments. Adrian Kelly joined as a partner in HLB Mann Judd's audit and assurance services divisions, while Bruce McMenamin was appointed as a director in the corporate and business ...

Industry fund recovers millions in lost super

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2016
... at the same time; one of which merged five lost super accounts with a value of $102,695. Vision Super chief executive Stephen Rowe said the fund proactively works to ensure members are reunited with their lost super. "We work hard to reunite our members ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
NAB-aligned Meritum Financial Group has appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive ...

SG Hiscock hires EQT exec

ALEX BURKE  |  THURSDAY, 17 NOV 2016
... members of EQT's corporate trustee services would transfer over to SG Hiscock. At the time, SG Hiscock managing director Stephen Hiscock said: "Bringing the expertise at Equity Trustees across to our business will ensure consistency for our clients and ...

Former Sentinel adviser slapped with ban

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
... adviser and former authorised representation of Sentinel Private Wealth from providing financial services for five years. Stephen Beckton, who was a representative of Sentinel from September 2013 to October 2015, was banned after ASIC found he did not ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Patron AFSL, Scott Malcolm from Money Mechanics took out the title. The Excellence in Service Award was awarded to Patron's Stephen White of Lombard Private Wealth and to Infocus' Jamie Panelli and Ayesha Brine of Infocus Norwood. Reg Sheridan of Sheridan ...