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Showing 1 - 10 of 29 results for "January of"

APRA names super, life insurance lead

ANGELIQUE MINAS | TUESDAY, 20 JAN 2026

... 2021. Previously, he was with Deutsche Bank for 15 years, serving as managing director for several departments from January of 2013 until July of 2018. In the meantime, Peter Kohlhagen will continue to act in the executive director LPHIS role.

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA | WEDNESDAY, 30 JUL 2025

... needed. The CSLR's FY26 estimate was recently revised to $75.698 million, down from the initial estimate published in January of $77.975 million. Mulino flagged he will need to look at the scheme in its entirety and examine every point in the supply ...

CSLR releases revised levy estimate

ELIZA BAVIN | FRIDAY, 4 JUL 2025

... estimate for the 2026 financial year has been calculated at $75.698 million, down from the initial estimate published in January of $77.975 million. The key movements in comparison to the initial FY26 estimate are in the personal financial advice sub-sector ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN | MONDAY, 12 MAY 2025

... around seven weeks, between 17 September and 4 November 2024. When Australian Ethical reported its quarterly results in January of this year, the fund noted that the transition period impacted its ability to "promote and generate new superannuation business ...

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON | MONDAY, 31 JUL 2023

... Macquarie, is home to about 45 financial advisers and has been operating since 2012. It added a compliance manager in January of this year, followed by a risk and compliance manager in April. "AFS licensees are responsible for ensuring their representatives ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN | FRIDAY, 18 NOV 2022

... released updated guidance on investment governance for superannuation trustees. The update, which comes into effect in January of next year, is designed to assist trustees in meeting their requirements under the recently strengthened Prudential Standard ...

Former DASS clients flood AFCA with complaints

JAMIE WILLIAMSON | TUESDAY, 8 NOV 2022

... Compensation Scheme of Last Resort if and when it comes into being. Dixon Advisory went into voluntary administration in January of this year, at which point AFCA paused the progress of all existing complaints against the group. "Whether or not a former ...

Frontier appoints head of strategy

KARREN VERGARA | THURSDAY, 17 MAR 2022

... more than NZ$1 billion in funds under management, appointed Frontier last October as its investment consultant. In January of this year, two senior consultants, Priya Patel and Michiel Swaak joined Frontier, while former United Nations PRI chief executive ...

New appointments to FSC board

CHLOE WALKER | FRIDAY, 10 DEC 2021

... experience in executive management roles including 20 years in the wealth management industry. Prior to joining AMP in January of this year, Hartley was the chief executive of Sunsuper between 2014 and 2019 and spent 15 years in executive roles with ...

MLC Life wins group mandate

JAMIE WILLIAMSON | FRIDAY, 22 OCT 2021

... insurance cover for their members." As trustee for OneSuper, Diversa established a working relationship with MLC in January of this year to review and transition the fund's group insurance arrangements.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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