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Showing 861 - 870 of 3267 results for "Choi"

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
A listed diversified financial services company has awarded HUB24 a $1 billion mandate, as it moves away from its own wrap platform. ClearView will migrate the $1 billion from its own WealthSolutions wrap platform to HUB24, subject to all regulatory ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank. Following a comprehensive review, IMB Bank has announced it will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges ...

SMSF Association chair gets new gig

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 MAR 2020
The chair of the SMSF Association has joined a technical specialist to lead its growth plans. Self-managed superannuation technical specialist Heffron has appointed Andrew Hamilton as director of strategy and growth. Hamilton is currently chair of the ...

Lack of independence must be made clear: ASIC

ELIZA BAVIN  |  TUESDAY, 10 MAR 2020
Financial advisers will need to provide every retail client a written statement explaining "simply and concisely" why they are not independent, impartial and unbiased; if ASIC's draft recommendations for advice fees are adopted. The purpose, ASIC said ...

UNSW to ditch fossil fuels

ELIZA BAVIN  |  THURSDAY, 5 MAR 2020
The University of New South Wales (UNSW) has announced it will move away from investment in fossil fuels. The University said it will divest from direct ownership and any commingled funds that include public equities and corporate bonds of companies ...

Climate activism not translating to investing

ELIZA BAVIN  |  THURSDAY, 5 MAR 2020
Australia's care for climate change has not translated into how they invest their superannuation and other investment, according to research from Australian Ethical Investment. The research shows the vast majority of Australians (83%) believe climate ...

FICAP 2020 weeks away

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2020
The countdown to the Financial Industry Community Aid Program's 2020 fundraiser and singing competition 'Who Wants to be a Rockstar?' is on. Slated for March 26, the 14th annual event sees financial services professionals vie for the title ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
Financial advice industry groups are being joined by superannuation funds in a fight to retain the ability to charge advice fees to MySuper members as the government implements recommendations from the Royal Commission. Draft legislation currently open ...

TAL loses super fund mandate

JAMIE WILLIAMSON  |  MONDAY, 2 MAR 2020
TAL has lost a group insurance mandate following a comprehensive review by the super fund's trustee. Members of Freedom of Choice, an offering under the AMG Super umbrella, have been notified that TAL will no longer provide their group insurance ...

Fidelity sweeps Morningstar Australia Awards

KANIKA SOOD  |  MONDAY, 2 MAR 2020
Fidelity International scored two wins at the 2020 Morningstar Australia Awards, while passive investing giant Vanguard beat active managers in the multi-asset category. The awards were spread across eight categories, with the winners announced last ...