Search ResultsShowing 1 - 10 of 62 results for Karren Vergara
Deadline looming for adviser tax registration
KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017   12:15PM
Advisers are urged to register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member. TPB director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet ...
Industry fund launches ethical investment option
KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017   11:01AM
A $20 billion industry superannuation fund is joining several peers in offering a socially responsible investment choice for members. Hostplus' Socially Responsible Investment (SRI) - Balanced option was launched on the back of increasing member ...
ASIC releases RE compliance obligations
KARREN VERGARA  |  TUESDAY, 28 MAR 2017   12:23PM
The Australian Securities and Investment Commission is urging responsible entities to maintain adequate risk management systems to avoid any adverse consequences for investors. ASIC's recently released regulatory guide - RG 259 Risk Management ...
Adviser cybercrime insurance launches
KARREN VERGARA  |  TUESDAY, 28 MAR 2017   12:19PM
Adviser Ratings and a global insurance and risk management provider are launching an insurance policy aiming to protect advisers against cybercrime. Financial advisers registered on the Adviser Ratings platform will be eligible to take out cyber ...
FPA pushes tax deductible incentives
KARREN VERGARA  |  TUESDAY, 28 MAR 2017   12:09PM
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing ...
BTFG chief investment officer exits
KARREN VERGARA  |  MONDAY, 27 MAR 2017   12:30PM
BT Financial Group confirmed its chief investment officer left the company "effective immediately." Martyn Wild has been disciplined for breaching codes of conduct arising from a number of recent allegations, parent company Westpac Group said in a ...
Franklin Templeton launches adviser education tool
KARREN VERGARA  |  MONDAY, 27 MAR 2017   12:25PM
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers and industry professionals aiming to ...
Finance and insurance job market strengthens
KARREN VERGARA  |  MONDAY, 27 MAR 2017   11:42AM
Recruitment firm Robert Half believes the demand for finance and insurance professionals is forecast to grow in 2017. Based on the latest figures from the Australian Bureau of Statistics, the finance and insurance sector added 850 roles between ...
Panorama fortifies BTFG adviser market
KARREN VERGARA  |  FRIDAY, 24 MAR 2017   12:40PM
BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said ...
Auscap added to Macquarie Wrap
KARREN VERGARA  |  FRIDAY, 24 MAR 2017   12:05PM
Auscap Asset Management's flagship fund is now available on the Macquarie Wrap platform across both investment manager and super manager menus. The Auscap Long Short Australian Equity Fund targets absolute risk-adjusted returns, and invests in ...
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Editor's Choice
EMMA RAPAPORT
The Productivity Commission has released its anticipated draft report on alternative default models in superannuation, looking at ways to introduce more competition in a system where members do not exercise fund choice.
JAMIE WILLIAMSON
Following research into the future of product innovation and development, Nikko Asset Management Australia has created a new executive role to drive the firm's product agenda.
EMMA RAPAPORT
New-York based financial firm Goldman Sachs is planning to launch an ETF which will invest in high-yield corporate debt, according to documents filed with the US Securities and Exchange Commission.
ALEX BURKE
Two Contango MicroCap (CTN) directors were removed following an extraordinary general meeting and a third resigned prior to resolutions being passed.
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Investors who try and predict macroeconomics as a source of alpha rather than focusing on long term trends will suffer in the long term. AXA Investment Managers' head of Framlington Equities Asia, Mark ...
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Christopher Page
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Like rocket fuel to a Spaceship
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