Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 201 results for "MARIA"

CFA Institute begins Australian chief executive search

HARRISON WORLEY  |  MONDAY, 7 MAY 2018
... new role will serve as the organisations' latest appointment this year, after it brought investment management veterans Maria Wilton and Stephen Dunne into the fold in January. Wilton linked with CFA Societies Australia to chair its diversity body, while ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
ANZ has blamed its systems and processes for failing to adequately monitor in-house financial advisers as well as its authorised representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
As the Royal Commission disbands for the week, Financial Standard summarises all the evidence heard on day four and five of the financial advice industry's turn before Commissioner Kenneth Hayne. Executives from Westpac, CBA and AMP have now made an ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
Missed something? Here's a recap of the most read stories to come out of the first week of the Royal Commission's inquiry into financial advice. AMP admits to serious misconduct in RC submissions AMP acknowledged hundreds of instances of misconduct ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
The Commonwealth Bank has admitted one of its advice subsidiaries charged ongoing service fees to clients it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD  |  THURSDAY, 19 APR 2018
After three days of the financial services Royal Commission tackling financial advice, Financial Standard summarises the top stories and key points you need to know. Australia's top financial institutions are lining up before Commissioner Kenneth Hayne ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
It took Commonwealth Bank two years to notify ASIC its financial advisers were failing to meet ongoing service obligations - all during a time when it slashed adviser numbers and doubled its client base. This is according to CBA executive general manager ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
Challenger chief executive Brian Benari has taken on a role on the board of the Financial Services Council. Benari will become the FSC's co-deputy chair, alongside BT Financial Group chief executive Brad Cooper. Benari said: "I'm pleased to take on ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... of January, leaving her position as head of distribution, conduct and professional standards at Suncorp. Ludgate replaces Maria Lykouras who became general manager, investment and advisory services for CBA's private bank in August 2017. Lykouras is a ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... Management named the head of its private wealth division and flagged the development of interstate offices in an investor update. Maria Greensill was previously manager, financial planning operations at Suncorp. Before that, she was a strategic partner ...