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Showing 121 - 130 of 600 results for "Lawyer"

Sydney multi-boutique hires from Perpetual

KANIKA SOOD | FRIDAY, 30 OCT 2020

... Australia for five years, and was a finalist for the Corporate Counsel Awards 2020 in the category of 'Financial Services Lawyer of the Year'. "Greg brings a great deal of expertise to our organisation and his experience within funds management ...

Stephen Jones admits to anti-life insurance bias

ELIZABETH MCARTHUR | THURSDAY, 15 OCT 2020

... model based on commission-based sales... is gone, it's not coming back," he said. Jones drew on his experience as a lawyer when discussing pricing models that could replace the commission model. He said that if financial advisers could successfully ...

Mayfair 101 promises investors pie in the sky

ELIZABETH MCARTHUR | TUESDAY, 13 OCT 2020

Mayfair 101 will submit a proposal to the Federal Court later this month promising investors the return of their capital. The company said it will present its proposal to the court on October 22, with the objective of giving noteholders a "clear pathway" ...

AMP, former employee settle

KANIKA SOOD | WEDNESDAY, 7 OCT 2020

... Cook Advisory, focusing on corporate governance, risk, culture and crisis management. Cook started working as a senior lawyer at AMP's Sydney offices in June 2016 as its head of litigation and dispute resolution for the company. In her statement ...

Adelaide fund manager adds to board

KANIKA SOOD | TUESDAY, 6 OCT 2020

... that the company's leadership is able to draw on a wide range expertise, such as what Kellie can offer as both a qualified lawyer and experienced economist." Angas manages $150 million in assets for retail investors, via mortgage trusts whose funds are ...

ANZ fined $10m

ELIZABETH MCARTHUR | FRIDAY, 2 OCT 2020

ANZ will pay $10 million in penalties for unconscionable conduct after the Federal Court found it breached its obligations as a financial services licensee. Between August 2003 and September 2015, it was found ANZ charged certain fees to personal and ...

Superhero nabs new recruits

ALLY SELBY | FRIDAY, 2 OCT 2020

Newly launched online trading platform Superhero has nabbed two new recruits, including a former Commonwealth Bank executive and Shaw and Partners manager, as sign ups and activity across the low-cost platform soar. Superhero co-founder and chief executive ...

CBA progresses with divestment to AIA

ANNABELLE DICKSON | WEDNESDAY, 30 SEP 2020

Commonwealth Bank has received another payment furthering the divestment of its life insurance business to AIA Group. CBA has received a payment of approximately $450 million for the sale of CommInsure Life with the proceeds resulting in a pro forma ...

Pension funds sue Allianz Global Investors

KARREN VERGARA | TUESDAY, 29 SEP 2020

Several pension funds are suing hedge funds managed by Allianz Global Investors for allegedly engaging in risk-taking behaviour and losing billions of dollars in retirement savings. The Arkansas Teacher Retirement System (ATRS) was the first pension ...

More clarity on life insurance best interest duty needed: Research

ELIZA BAVIN | FRIDAY, 25 SEP 2020

An Actuaries Institute Taskforce has made sweeping recommendations for broad changes to Australia's retail disability income insurance market, including providing examples of Best Interest Duty in life insurance. The report said ASIC included in ...

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Qualitas scores $550m mandate

ELIZA BAVIN

Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN

ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA

A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA

Partners Group will launch a new private markets fund for local high-net-worth investors.

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Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

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Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

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Phil Usher

CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION

Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.

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