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Showing 81 - 90 of 461 results for "Investment Services"

VFMC partners for transformation

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
Victorian Funds Management Corporation has awarded a key investment services mandate. BNY Mellon will provide VFMC with its Eagle Data Management product to assist VFMC with its data and IT transformation strategy. The two parties have also signed a ...

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
... investment control at SAS Corporation. Previously, Sipek spent over seven years at AMP Capital as director of investment services and head of operations. He was also head of investment operations at Colonial First State for eight years. Link chief executive ...

ASIC imposes AFSL conditions on IOOF

JAMIE WILLIAMSON  |  MONDAY, 28 OCT 2019
The corporate regulator has imposed additional licence conditions on IOOF Investment Services to improve conflicts management. According to ASIC, IOOF Investments Services Limited (IISL) sought a variation of its licence in order to transfer a managed ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... Prior to ClearView, Churchill was an authorised representative of Centrepoint Alliance's Professional Investment Services from 2003 to 2012. ClearView also began reviewing its advisers' personal insurance advice to determine if there was a systemic ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... national manager. She also spent time at MLC as a business growth manager and was state manager for Professional Investment Services for seven years. Latest Radar Results insights show the valuation gap between high-quality financial advice practices ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants with investment services including trading, investment loans, and cash and term deposits. CBA's advice interests are now split across its business ...

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... representative from 1 March 2015 until 5 June 2018. Earlier, he was an authorised representative of Professional Investment Services, from 11 April 2006 until 14 May 2010.

ASIC bans AFSL chief executives

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... million dollars investing with Courtenay House. Worboys was also the chief executive and founder of Halifax Investment Services, which is in administration. Investigations are continuing into the company, with ASIC having suspended its financial services ...

Retirement expert joins Milliman

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... providing income in retirement to substitute or supplement the Age Pension, it said. Former Milliman director of investment services Michael Armitage recently joined Mercer as head of investment consulting in a newly created role.

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... in Australia within the institutional wealth team. Melbourne-based Armitage was most recently director of investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques, the former general ...