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Showing 781 - 790 of 2923 results for "Phil"

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
... board as we continue to expand our network." The appointment comes just over a month after the firm hired former IOOF alumnus Phil Creswell as its head of professional standards. It also comes as Rainmaker analysis reveals nearly 1500 advisers have dropped ...

S&P kicks companies off ESG index

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAY 2020
The S&P 500 ESG Index has completed its second annual rebalancing since it launched last year, with some surprising companies kicked out. Twitter and Walmart were dropped from the ESG index for failing to meet certain ESG standards while Facebook, which ...

ESG investing to remain strong through pandemic

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Despite COVID-19 shaking the world to its core, the themes underpinning ESG investing are not about to change, according to a global asset manager. Having destroyed the best laid plans of investors the world over, investment managers are asking how ...

Retirees hurt by APRA dividend pressure

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
Self-funded retirees have seen their nest-egg investment assets plunge due to COVID-19 and pressure from APRA on companies to cut dividends has made matters worse, according to Midsec Financial Advice. Midsec director Phillip Middleton said APRA's pressure ...

Mudslinging over FASEA extension continues

HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
... include an unrelated amendment that will most likely prevent it being addressed in the Senate this week," AFA chief executive Phil Kewin said. Jones fired back, and said the association had been made aware that the bill continues to enjoy bipartisan ...

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... concerns for both the profession and consumers who we are seeking to serve." Association of Financial Advisers chief executive Phil Kewin said the measure was a welcome first step. "We recognise that the government has committed to the implementation ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

Chief economist update: The outlook for Australia, according to COVID-19

BENJAMIN ONG  |  WEDNESDAY, 6 MAY 2020
"A stronger economic recovery is possible if there is further substantial progress in containing the coronavirus in the near term and there is a faster return to normal economic activity. On the other hand, if the lifting of restrictions is delayed ...

Allan Gray appoints head of adviser distribution

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
The asset manager has appointed a head of adviser distribution, amid changes to the team. LJ Collyer is moving into the role after 15 years with Allan Gray, most recently as the New South Wales state manager. Allan Gray has also appointed former state ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
The head of research at a major financial advice group has jumped ship, and is set to head up investments in AMP's superannuation trustee office. Miriam Herold is leaving Centrepoint Alliance, as the advice group's research leadership is re-shuffled ...