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Showing 71 - 80 of 574 results for Kerrie Sydee

ASIC employee faces court

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
An ASIC employee has faced Sydney's Downing Centre Local Court faced with two charges following an investigation by the Australian Federal Police. Mahmoud Daher was charged with unauthorised access to restricted data contrary to subsection 478.1(1) ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
IOOF-owned Bridges Financial Services has appointed a new chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
Robo-advisers are not the fundamental disruption feared by the financial advice industry but instead are a catalyst among traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates ...

Investors expect gender diversity: CFA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
New research from CFA Societies Australia finds more than 50% of individual investors would prefer to work with a team of gender diverse investment professionals. CFA Societies Australia, a member society of CFA Institute, is calling on financial services ...

New head of economics at ANZ

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
ANZ has appointed a new head of Australian economics. Based in Sydney, David Plank will join ANZ in February 2017, reporting to ANZ chief economist Richard Yetsenga. Plank joins ANZ from Deutsche Bank, where he was head of fixed income and credit research ...

Multi-asset expectations fall: Zenith

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
Investment managers are reducing their return expectation across a broad range of asset classes as quantitative easing and other interventionist policies continue to have an impact on investment markets. Zenith Investment Partners' latest Multi Asset ...

Challis Capital wins property mandate

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
Corporate adviser and lender Challis Capital Partners has won its largest investment mandate since it was established two years ago. A private consortium of Asian investors has awarded the real estate division of Challis Capital Partners a $100 million ...

Adviser Network sets focus on super consolidation

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
Adviser Network has unveiled a new super consolidation tool in a bid to curb the growth of unclaimed superannuation in Australia. To help address the issue, Adviser Network has developed SuperFusion Plus, a simple super consolidation tool which allows ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...