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Showing 1 - 10 of 25 results for "CAPRI"

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS  |  MONDAY, 13 FEB 2023
There is no difference between investment returns for US state pension funds in "blue" states that might be more likely to integrate ESG investment principles and "red" states that are more likely to ban ESG investment strategies, according to Rainmaker ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... firm has launched a client facing digital fact find to eliminate time consumption in obtaining pre-meeting information. CAPRI has completed beta testing and makes the gathering of information less overwhelming for clients. It integrates with advice software ...

S&P DJI rebalances S&P/ASX Indices

ALLY SELBY  |  FRIDAY, 4 SEP 2020
S&P Dow Jones Indices has announced its quarterly rebalance of ASX indices, effective at the open of trade on September 21. The quarterly rebalance will see two new additions to the S&P/ASX 20 Index; those being Coles Group and Fortescue Metals. The ...

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
... there are 259 of - carries a maximum civil penalty of up to $1 million. The SMSF Club is located in Queensland's Isle of Capri and led by founder, managing director and head SMSF adviser Justin Beeton. It has two other financial advisers attached to ...

AMP advice chief departs in executive restructure

ALEX BURKE  |  TUESDAY, 29 NOV 2016
AMP has restructured its senior leadership team as part of its long-term growth plan, making multiple new appointments and seeing off three senior executives. As a result of the changes, AMP's group executive, advice and banking Rob Caprioli will depart. ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ...

Banking and Finance Oath reshuffles board

LAURA MILLAN  |  FRIDAY, 13 NOV 2015
The Banking and Finance Oath (BFO) has appointed a chairman and three new board members, following AMP Capital's Stephen Dunne's retirement from the industry. Former chairman of the Australian Prudential Regulation Authority (APRA) John Laker will now ...

Tim Steele departs AMP

ALEX BURKE  |  FRIDAY, 30 OCT 2015
After announcing his departure in May, Genesys and ipac managing director Tim Steele has left the AMP-aligned practices today. Based on the May announcement, Steele was expected to leave his role in June, but stayed on until late October. He is now ...

NAB exec to head AMP Bank

LAURA MILLAN  |  FRIDAY, 28 AUG 2015
National Australia Bank (NAB) chief financial officer of business and personal banking has been appointed managing director of AMP Bank. Sally Bruce will report to AMP group executive of advice and banking Rob Caprioli and will be responsible for all ...

AMP names new Charter and ipac managing director

STAFF WRITER  |  FRIDAY, 21 AUG 2015
AMP has appointed a managing director of Charter and ipac, reporting to AMP group executive advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously ...
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