Search ResultsShowing 1 - 10 of 100+ results for Jamie Williamson
Practice profitability at risk: MLC Life
JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
Risk advisers will need to reduce their expenses by up to 25% to remain profitable as further Life Insurance Framework changes come into effect on January 1. New research commissioned by MLC Life shows commission-only financial advisers - particularly ...
AMP to cut contribution fees
JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
AMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. In a letter from AMP managing director of superannuation, retirement and platforms Lara Bourguignon, AMP has said it will cease charging and paying contribution ...
ANZ Private hands out $3.5b mandate
JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
ANZ Private has awarded a $3.5 billion mandate for multi-asset tactical asset allocation advisory. DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate ...
Elders FP to shutter
JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard , a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...
FASEA adds adviser representative to board
JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
A replacement financial adviser representative director has been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time ...
Industry fund overhauls MySuper options
JAMIE WILLIAMSON  |  THURSDAY, 5 DEC 2019
A $2 billion superannuation fund is making a number of changes to its MySuper investment options. It is also substantially dropping investment fees and costs while increasing those charged for admin from March 2020. GuildSuper has informed members it ...
Ethical super fund shutters themed options
JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2019
An ethical superannuation fund founded in 2013 has terminated the majority of its impact-based investment options following a review. Good Super, which was founded by Sargon's Phillip Kingston and Aron D'Souza as a social impact superannuation fund ...
Industry fund previews new insurance offering
JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2019
A $57 billion industry superannuation fund has revealed details of its new group insurance offering, having transitioned to a new provider as of this month. As of December 1, the group insurance available to Rest members is provided by TAL after the ...
Non-compliant personal advice rife at super funds: ASIC
JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2019
Just 49% of the files looked at by ASIC as part of its review of financial advice provided by super funds were found to be compliant with best interests duty. Reviewing the personal advice provided by 21 super funds, ASIC's Report 639: Financial ...
Money magazine appoints editor-at-large
JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
Rainmaker Information has announced the appointment of an editor-at-large for Money magazine. Author and finance writer Julia Newbould has joined the Money team in the newly-created role of editor-at-large. Bringing more than 20 years' finance journalism ...
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