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05 June 2014 • By • 1 min read

Review portfolio pre-EOFY, investors told

With the end of the financial year approaching, investors should be re-examining their portfolios, selling underperforming stocks and minimising tax ...

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Westpac appoints chief risk officer

Westpac Group has appointed Alexandra Holcomb to the position of chief risk officer, following the retirement of Greg Targett. Ms Holocomb is ...

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SSgA makes Intermediary Business appointment

State Street Global Advisors (SSgA), the asset management business of State Street Corporation, has appointed James MacNevin as head of the ...

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Financial Index to acquire Crowe Horwath

Financial Index Wealth Accountants (FIWA) is set to acquire Crowe Horwath Australia (formerly WHK) after the two companies entered into an agreement ...

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NAB Corporate appoints general manager

NAB has appointed Aneka Manners as general manager of NAB Corporate Australia. Ms Manners will lead NAB’s Corporate and Corporate Property ...

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ASIC questions regulatory 'philosophy'

ASIC commissioner John Price has highlighted the limitations of disclosure as a regulatory tool in a speech to the Governance Institute

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Steve Tucker to lead new Westoz firm

Former MLC chief executive Steve Tucker is set to head up newly formed Westoz Investment Management (WIM), in which he has taken a 20 per cent stake

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WealthSure wins Federal Court appeal

Western Australian financial planning group WealthSure has been successful in appealing a judgment made against it, resulting in a minimisation of ...

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Geared SMSFs sidestepping tax

The increasingly geared SMSF sector is unlikely to be "pulling its weight" in terms of paying tax any time soon, says Tria Partners principal Andrew ...

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Asset constraints hurting performance: AMP Capital

The performance of many balanced super funds is being constrained by the fact funds must follow clearly defined exposures to particular asset classes, ...

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