Search ResultsShowing 61 - 70 of 100+ results for Jamie Williamson
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% holding ...
International firm acquires advice group
JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. As ...
Final farewell for industry association
JAMIE WILLIAMSON  |  FRIDAY, 7 JUN 2019
After more than 96 years as a recognised industry association, members of the Superannuated Commonwealth Officers of Australia have come together for the last time. About 100 of the industry body's remaining members attended its final meeting - a special ...
Global manager welcomes former CFSGAM head
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
The former head of client relationships at Colonial First State Global Asset Management has joined the leadership team of a $695 billion investment manager. MFS Investment Management has named Daniel Bristow as director of consultant relations in Australia. ...
Platform distribution lead departs
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
The head of distribution and marketing at an ASX-listed platform provider has resigned. Xplore Wealth confirmed Tony Nejasmic is leaving to take on a new role elsewhere. Financial Standard understands he has accepted a new role at Lonsec. Nejasmic first ...
Top performing ESG options revealed
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
In honour of World Environment Day, Rainmaker has ranked the top performing ESG investment options offered by superannuation funds. Latest Rainmaker analysis shows ESG options offered by super funds are some of the most consistent performers over one ...
Suncorp Super faces action over adviser pay
JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
Two law firms are working to bring a class action against a retail superannuation fund, with existing and former members suing over conflicted remuneration paid to financial advisers. Suncorp Portfolio Service, also known as Suncorp Super, is facing ...
MSCI adds former Aberdeen Standard distribution lead
JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
The former head of distribution for Aberdeen Standard Investments has taken on a leadership role with MSCI. Simone Bouch is now head of Australia and New Zealand client coverage at the research and technology provider. She will be responsible for growing ...
Dealer group strengthens executive lineup
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A financial advice dealer group has appointed two new group executives to its leadership team. Centrepoint Alliance has appointed a new group executive of advice, and group executive of advice services and solutions. Paul Cullen has been named the group's ...
The case for tax deductible advice
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with ...
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