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Showing 71 - 80 of 199 results for "Marsh"

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
The Australian Securities and Investments Commission banned a financial adviser from providing any financial services for a period of three years. The corporate regulator made a banning order against Kyle Jonothan Perry Marshall under the Corporations ...

Who foots the bill when super funds merge?

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
Who pays the costs of a merger, REST chair Ken Marshman asked panelists involved in superannuation mergers at the Australian Superannuation Investment Conference yesterday. The panel discussed how mergers will impact the investment strategy of superannuation ...

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
Merging superannuation funds may see a one-off dip in their investment performance as they recoup transition costs, according to a panel at the 2019 Australian Superannuation Investment Conference. Appearing on the panel, Tasplan chair Naomi Edwards ...

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms. In submissions to the Senate Economics Legislation Committee on the Putting Members' Interests First Bill ...

Ken Marshman departs JANA

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Ken Marshman is stepping down as chair of JANA and his successor has been named. Marshman has announced his retirement from the JANA board and Fiona Dunn has been named as his successor. Marshman commenced his transition to retirement in 2013. He served ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... navigate their way through a growing set of complex demands with the support of a highly capable team." Mercer's parent company Marsh & McLennan Companies recently named Martine Ferland as the new president and chief executive. New York-based Ferland ...

AMP Capital appoints managing director Australia

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
AMP Capital has created a new managing director role for its Australian business and promoted its head of institutional. Marsha Beck has been promoted to the new role, effective immediately. Having joined in 2015, Beck was most recently leading AMP ...

Mercer appoints new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 23 JAN 2019
Mercer will welcome a new chief executive following the promotion of Julio A. Portalatin. Marsh & McLennan Companies - the parent company of Mercer - has named Martine Ferland as the new president and chief executive of Mercer, effective March 1. Ferland ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...