Search ResultsShowing 1 - 10 of 100+ results for Karren Vergara
Advisers can help democratise philanthropy
KARREN VERGARA  |  FRIDAY, 17 AUG 2018
Retail investors are fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert.
CFA adds AI and fintech to curriculum
KARREN VERGARA  |  FRIDAY, 17 AUG 2018
The CFA Institute is introducing artificial intelligence, fintech and machine learning to its curriculum as of next year.
Intra-fund advice conflicted: Royal Commission
KARREN VERGARA  |  THURSDAY, 16 AUG 2018
Colonial First State admitted to falling below community standards when it crafted poor communication to super fund members to dissuade them from moving to a cheaper default option. One financial adviser was banned in the process, the Royal ...
Hayne sees red over failed merger
KARREN VERGARA  |  THURSDAY, 16 AUG 2018
Commissioner Kenneth Hayne slammed two industry funds for reneging a potential merger that had clear benefits for members after finding executives were worried their roles were on the line.
Entertainment spend retains members: Hostplus
KARREN VERGARA  |  WEDNESDAY, 15 AUG 2018
The Royal Commission has questioned whether splurging on client entertainment is in the best interest of super fund members. Hostplus chief executive David Elia took to the witness stand on the issues of substantiating corporate expenses and ...
Poor systems delay MySuper transitions: CFS
KARREN VERGARA  |  WEDNESDAY, 15 AUG 2018
Operational constraints and poor systems once again took a beating at this morning's Royal Commission hearing, contributing to what Colonial First State admits was a lengthy transition of members to MySuper products.
Nikko AM wins Aussie equities mandate
KARREN VERGARA  |  TUESDAY, 14 AUG 2018
Nikko Asset Management has won an Australian equities mandate worth NZ$850 million ($766m).
Suncorp suppressed tax benefits to super members
KARREN VERGARA  |  TUESDAY, 14 AUG 2018
The Hayne Royal Commission put the spotlight on obscure administration fees and intra-company arrangements, as well as tax benefits superannuation funds are withholding from members.
Super fees outpace asset growth: Research
KARREN VERGARA  |  MONDAY, 13 AUG 2018
The rate at which superannuation funds slug members fees is growing faster than the underlying assets being managed, latest research shows.
Financial crime taskforce puts two behind bars
KARREN VERGARA  |  MONDAY, 13 AUG 2018
The Serious and Financial Crimes Taskforce has helped put two men behind bars for laundering money and evading tax.
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