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Showing 1 - 10 of 52 results for "TAA"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... carried out by Specialised Private Capital - and has appointed JPMAM as implementation manager for a tactical asset allocation (TAA) portfolio structure designed to improve portfolio efficiency and reduce costs. The mandate will help Findex and Specialised ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN | WEDNESDAY, 3 SEP 2025

... sustainable is also necessary for the industry to make future investments and to increase consumer trust and confidence," the TAA said. "The Post Implementation Review should address the shortcomings of the current CSLR scheme, which excludes managed ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON | FRIDAY, 29 AUG 2025

... understanding how this could occur gives important lessons about what needs to change, to avoid similar issues in the future," TAA chief executive Neil Macdonald said. He added that the many clients involved will likely feel betrayed and dismayed that ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA | WEDNESDAY, 14 MAY 2025

... a point of difference that make him the ideal candidate. Neil Macdonald, the chief executive of The Advisers Association (TAA), expects Mulino's deep understanding of economic policy, formal qualifications and experience will help him to prioritise ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA | TUESDAY, 17 SEP 2024

... peace of mind with the payout process to potentially draw out to mid-2025. This is according to The Advisers Association (TAA) chief executive Neil Macdonald, who said that advisers can still lodge an appeal of Justice McElwaine greenlighting the total ...

ATO seeks submissions on defining an 'employee'

ELIZA BAVIN | WEDNESDAY, 3 JUL 2024

... employee. While this sounds quite straightforward, the term 'employee' is not defined in the Taxation Administration Act (TAA), therefore it has its ordinary meaning under common law. "In most cases, it will be self-evident whether an employer ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON | THURSDAY, 23 NOV 2023

... executive Neil Macdonald said that, "in the interests of AMP, its shareholders, and past and current AMP-licensed members of TAA, the matter should be resolved as quickly as possible". AMP said the settlement covers the class action in its entirety ...

AMP challenges BOLR court ruling

KARREN VERGARA | WEDNESDAY, 27 SEP 2023

... $115,533 respectively because of the damages and losses caused by the BOLR changes introduced in 2019. The Advisers Association (TAA), which represents a large number of AMP FP advisers, said it is "disappointed" about AMP's latest action. The court ...

Former van Eyk chief cops permanent ban

KARREN VERGARA | FRIDAY, 8 SEP 2023

... Blueprint to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...

AMP loses BOLR changes class action

KARREN VERGARA | WEDNESDAY, 5 JUL 2023

... shareholders' money. In July 2020, the advisers filed the class action against AMPFP. At the time of filing, The Advisers Association (TAA) chief executive Neil Macdonald said its AMPFP members were relieved that action was being taken. "A lot of ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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