Search ResultsShowing 1 - 10 of 100+ results for Karren Vergara
Royal Commission unnecessary: FSC
KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
A Royal Commission into the financial services sector is unnecessary given the amount of substantial reforms and remediation the industry has already undertaken, the Financial Services Council said.
Advice requires customisation: Research
KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic.
Labor unyielding on banking Royal Commission
KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
The ambit of the Labor Party's proposed banking Royal Commission will extend to all elements of financial services should it be elected to office, Shadow Treasurer Chris Bowen told the FSC Leaders Summit.
Financial services not immune to public inquiry
KARREN VERGARA  |  TUESDAY, 25 JUL 2017
While the financial services industry has taken commendable steps in restoring consumers' trust and confidence, it is still not free from the threat of a public inquiry like the banking sector is currently facing.
Equity Trustees names philanthropy lead
KARREN VERGARA AND JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy.
Responsible AUM strengthens
KARREN VERGARA  |  TUESDAY, 25 JUL 2017
Nearly half (44%) of Australia's assets under management are invested responsibly, but the lack of awareness and qualified advice around responsible products remain the industry's biggest detractors.
Surge in adviser demand for managed accounts: Research
KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows.
Asset managers feeling profit squeeze
KARREN VERGARA  |  FRIDAY, 21 JUL 2017
Profit margins of asset managers globally contracted for the first time since the Global Financial Crisis, research from the Boston Consulting Group shows, warning fee pressures are continuing to rise across the industry.
AMP Capital appoints independent directors
KARREN VERGARA  |  FRIDAY, 21 JUL 2017
AMP Capital appointed three non-executive directors to its responsible entity and trustee boards.
ASIC audits limited AFSLs
KARREN VERGARA  |  THURSDAY, 20 JUL 2017
ASIC recently audited 20 limited AFSL holders to assess how they were faring with their obligations following the removal of an exception for accountants to give advice on SMSFs in July last year.
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