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Showing 871 - 880 of 2094 results for jp morgan

Super members should face "better off test"

DARREN SNYDER | TUESDAY, 4 OCT 2016

... says this sidesteps laws which would otherwise require banks to act in customer's best interests. The analysis between Roy Morgan Research and ISA reveals a doubling in direct super sales advice from the big four banks between 2011 and 2015. It corresponds ...

Aspen Group appoints new CEO

ALEX BURKE | THURSDAY, 29 SEP 2016

... Property Group, Providence Housing, Blue HQ Marinas and Bluestone OCM. Prior to AMB, Cann held senior roles at ING, J.P. Morgan and Aberdeen Asset Management. In June, Aspen's chief executive, chief financial officer and chair departed following a planned ...

J.P. Morgan overtakes NAS in AUC

KERRIE SYDEE | MONDAY, 26 SEP 2016

J.P. Morgan has overtaken NAB Asset Servicing (NAS) as the largest overall provider in the custody market, following further declines in assets under custody (AUC) for NAS. The figures published by the Australian Custodial Services Association (ACSA) ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON | FRIDAY, 23 SEP 2016

The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...

BNP appoints sales manager from J.P. Morgan

ALEX BURKE | FRIDAY, 16 SEP 2016

BNP Paribas has appointed a new sales manager for New South Wales and Queensland. David Pember joins BNP from J.P. Morgan, where he was executive director, sales manager asset managers and insurance companies. Prior to that, he was a director of strategic ...

AFA Adviser of the Year finalists announced

ALEX BURKE | WEDNESDAY, 14 SEP 2016

... adviser Leo Schodel, Peters McKeown director Patricia Peters, Caboodle Financial Services co-founder Peita Diamantidis and Morgan Stanley Wealth Management senior vice president Susan Rallings. "The awards truly represent the cream of the crop, as evaluated ...

New chair for Supervised Investments

JAMIE WILLIAMSON | MONDAY, 12 SEP 2016

... Supervised Investments, Coonan sits on a number of other boards, including Crown Resorts, the Sydney Opera House and JP Morgan Advisory Council while also serving as an advisor to Aon Risk Insurance and Samsung.

JP Morgan renews DCC mandate

JAMIE WILLIAMSON | MONDAY, 12 SEP 2016

JP Morgan has won a mandate, allowing the firm to continue to deliver direct custody and clearing (DCC) for one of its long-standing clients in Australia and New Zealand. Following a competitive tender and due diligence process, JP Morgan was reappointed ...

Morgan Stanley pays $123,750 penalty

KERRIE SYDEE | WEDNESDAY, 7 SEP 2016

Morgan Stanley Australia has paid a penalty of $123,750 to comply with an infringement notice handed down by the Markets Disciplinary Panel (MDP). The MDP said it had "reasonable grounds" to believe that Morgan Stanley had contravened subsection 798H(1) ...

Atrium appoints distribution head from Morningstar

ALEX BURKE | WEDNESDAY, 7 SEP 2016

... where she was senior associate - corporate actions, equities and regulatory reporting. She has also held roles at J.P. Morgan and Goldman Sachs. Hone added: ""Han brings welcome skills in handling external queries regarding our asset management technical ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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