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Showing 10071 - 10080 of 29084 results for "PRI"

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial ...

Chief economist update: Predictions allude to frozen RBA

BENJAMIN ONG  |  THURSDAY, 22 NOV 2018
In a way, you know, I know, the world knows already about the case of the slowdown in global growth. The Organisations for Economic Development and Cooperation's (OECD) recently-released the OECD Economic Outlook and Interim Economic Outlook report ...

UBS fined for careless conduct

DARREN SNYDER  |  WEDNESDAY, 21 NOV 2018
ASIC's Markets Disciplinary Panel confirmed UBS Securities paid a $120,000 fine for breaching market integrity rules over a series of trades on the ASX in 2017. The Markets Disciplinary Panel issued the infringement notice for transactions in relation ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
The Financial Adviser Standards and Ethics Authority released its long awaited degree requirements for existing financial advisers and new entrants. FASEA has proposed the maximum requirement for an existing adviser be a graduate diploma of eight subjects ...

MetLife expands retail arm

KARREN VERGARA  |  WEDNESDAY, 21 NOV 2018
MetLife Australia continues to bolsters its retail division with four key appointments. Marcus Chan joins MetLife as sales manager for New South Wales. He came from BT Financial Group where he worked as a business development manager. Also from BTFG ...

Industry fund appoints risk executive

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
A $2.5 billion industry superannuation fund recently welcomed a former Energy Super compliance specialist to lead its risk and governance function. Lisa Swenson joined Intrust Super as executive manager, risk in October. In doing so, she succeeds former ...

Chief economist update: Thanks for nothing

BENJAMIN ONG  |  WEDNESDAY, 21 NOV 2018
America's Thanksgiving celebration is only two winks away but the way the US equity market is going, investors have nothing to give thanks for. Three of Wall Street's benchmark equity indices are now in the red for the year - S&P 500 down 1.2% ...

FASEA listens as advice industry combs blueprint

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents. The Association of Financial Advisers, the Financial ...

Blue Sky names new chair

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
The former chief executive of Hastings Funds Management was named the new chair of Blue Sky Alternative Investments at an AGM that also saw the announcement of a new stakeholder in the business to accelerate its rebuild. Andrew Day will succeed John ...