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Showing 681 - 690 of 803 results for Annabelle Dickson

Cashwerkz fits out bond service

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
Cashwerkz has implemented an execution management solution for its new bond income business. Cashwerkz's Bond Income has adopted Bloomberg's Trade Order Management System (TOMS) to provide trading efficiency to its wholesale investor and financial adviser ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
Clime Investment Management appointed Mercer as an investment adviser to support its managed account portfolios. Mercer will be supporting Clime with strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund ...

APRA rolls out new assessment model

ANNABELLE DICKSON  |  WEDNESDAY, 7 OCT 2020
The Australian Prudential Regulation Authority (APRA) has replaced its 18-year-old risk assessment model with a system that will better guide the intensity of the regulator's supervision. In a letter to banks, insurers and superannuation licensees ...

Sweeping tax cuts announced

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
The government has implemented a raft of tax relief measures for individuals and businesses in the 2020/21 budget in an effort to boost consumption in the economy and support business investment. Over 99% of businesses will be able to write off the ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...

Big banks face shareholder action

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
Two of Australia's big four banks face shareholder resolutions as a result of increased exposure to fossil fuels. NAB and ANZ have had shareholder resolutions lodged against them by environmental finance organisation Market Forces to align with the ...

Clime names new chair

ANNABELLE DICKSON  |  FRIDAY, 2 OCT 2020
Clime Investment Management has appointed a new chair following the resignation of Donald McLay. Neil Schafer has been appointed to the role, having been on Clime's board for over 10 years. With extensive experience in financial services, Schafer is ...

Investors take charge in C-suite equality

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
A $52 billion industry superannuation fund has launched an initiative to increase gender diversity in the executive teams of the ASX200 companies and already has the support of industry heavyweights. HESTA's 40:40 Vision campaign has launched with eight ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
CountPlus has continued its goal to generate scale with one of its member firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members ...

Challenger loses chief financial officer

ANNABELLE DICKSON  |  WEDNESDAY, 30 SEP 2020
Challenger has commenced the search for a chief financial officer after its long-standing executive resigned. Andrew Tobin has provided six months' notice of his resignation after being with the company for over 13 years. He joined in 2007 as deputy ...