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Showing 1 - 10 of 31 results for %22The Fold Legal%22

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... as its managing partner Jonathan Steffanoni embarks on launching a new specialist superannuation law firm. QMV Legal will fold on April 26, shortly after Novigi acquired the QMV Solutions business on February 1. "Novigi and I both view the separation ...

ISA welcomes back former chair

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... in retirement due to the reforms he has helped ISA secure." ISA chief executive Bernie Dean welcomed Collins back to the fold. "Peter is a strong advocate for industry super funds and epitomises the member-first ethos of all our board members," he commented. ...

FASEA to reword Standard 3

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... align the wording of the Standard with the intent of the standard," FASEA chief executive Stephen Glenfield said. The Fold Legal partner Simon Carrodus said that Standard 3 appears to impose a blanket ban on servicing a client if a conflict exists. "It ...

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
The Australian Financial Complaints Authority welcomed six ombudsmen to the fold, three of which came from the financial services sector. ANZ head of legal, dispute resolution group Louise McAuliffe, and Westpac practice leader for business lending ...

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... Rohan Brotherson is a member of the external relations team at ASAM. He explained the role of the external relations is two-fold - to get more mentors on board as well as more donations which are then invested. "We have identified our target audience ...

Global asset manager appoints local insto lead

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
... Pacific Andrew Hendry, and the firm's local managing director Brett Jollie, who said he was "pleased" to bring Sharma into the fold. "His appointment signals our commitment to investing in our business and growing our presence in Australia and New Zealand ...

Industry fund appoints interim investment chief

HARRISON WORLEY  |  FRIDAY, 18 OCT 2019
... Sainsbury Pension Scheme. legalsuper chief executive Andrew Proebstl said the fund was pleased to bring Kessell into the fold. Paul is experienced and very well credentialed to make a strong contribution acting in the role while we undertake our search," ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... potential implications the financial services Royal Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject ...

Former Australian cricket captain in crypto fail

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... Commenting on the ongoing action, ASIC commissioner John Price said: "If you raise money from the public, you have important legal obligations. It is the legal substance of your offer - not what it is called - that matters." "You should not simply assume ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... the increased costs of implementing an in-house MDA is leading advisers towards a fully outsourced MDA approach." The Fold Legal managing director Claire Wivell Plater told last year's Managed Accounts Forum that limited MDAs arose about 14 years ago ...
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