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Showing 1 - 10 of 100+ results for "Adviser"

Advisers win annual renew law relief

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations. Senator Jane Hume announced this evening that advisers will have 60 days to provide clients an estimate of fees they will ...

CFS, UniSuper win customer satisfaction nods

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
Colonial First State and UniSuper are the superannuation of choice for consumers, taking home the highest satisfaction ratings in Roy Morgan's annual awards. CFS received the Retail Super Fund of the Year nod in the 2020 Customer Satisfaction Awards ...

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... former KPMG senior auditor. His portfolio management responsibilities will end June 30, but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under ...

Aware Super awards $30bn mandate

ELIZABETH MCARTHUR  |  FRIDAY, 11 JUN 2021
Aware Super has appointed an index solutions provider to take care of its passive equity and fixed income mandates. State Street Global Advisers will now manage about $30 billion in passive strategies for the $145 billion fund. The appointment follows ...

Boutique hires from Allan Gray

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
A Melbourne credit boutique has hired Allan Gray's head of retail strategy, as it looks to fill capacity and launch new strategies. Alexander Funds Management appointed Chris Inifer as its head of distribution in a newly created role. Inifer is tasked ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... recurring revenue from the acquisitions of the two firms and add $300,000 per annum to its earnings. Former financial adviser David Horton, who previously worked at FF Planning Solutions, has been banned by ASIC from providing financial advice for five ...

Citi appoints head of global asset managers

ELIZABETH MCARTHUR  |  THURSDAY, 10 JUN 2021
Citi has announced the appointment of a new head of global asset managers for Asia Pacific. John McLean, who is currently head of capital markets origination for Citi Australia and New Zealand based in Sydney, will step into the role. McLean has been ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... efficiently. Count Financial chief advice officer Andrew Kennedy said that the new firms were welcome additions to their adviser network. Since the start of the year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne ...

AUSIEX launches, announces leadership team

KARREN VERGARA  |  TUESDAY, 8 JUN 2021
... financial advisers, now known as AUSIEX, has unveiled its executive lineup after being acquired by a Japanese firm. CommSec Adviser Services (CAS) has rebranded to AUSIEX (Australian Investment Exchange) and is led by chief executive Eric Blewitt , who ...

ASIC bans adviser over $5m fraud

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
ASIC has permanently banned former Sentinel Wealth financial adviser Gavin Fineff, after he was charged with misappropriating between $3.3 and $5 million of client money. On May 7, Fineff was arrested and charged by New South Wales Police with 18 offences ...
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