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Showing 10101 - 10110 of 22150 results for "Tim"

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

AIA pilots door-to-door claims program

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
Life insurer AIA Australia is piloting a claims program that provides free door-to-door support in the face of significant health events. In a crisis the Claims on Wheels program will provide clients with their own personal claims consultant who will ...

Fixed income manager opens Australian office

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
A European fixed income and active management specialist has opened an Australian office. BlueBay Asset Management appointed Ciaran McAssey to head its new Melbourne office. He has worked at the firm for more than five years and is currently head of ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... they interact with their adviser, they feel as though they are being supported on their journey," Crosbie Wealth director Tim Deamer said. Commenting on the outcomes of the 'think tank', Zurich head of marketing and communications Richard Dunkerley said ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
The Australian Tax Office's decision to offer a quarterly option as part of a position paper on event-based reporting for the transfer balance cap has been endorsed by the SMSF Association. SMSF Association (SMSFA) chief executive John Maroney says ...

Executives must think beyond the technical

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
Transitioning from a technical to a leadership role is challenging for financial services executives who overlook the broader soft skills to be effective leaders. CommInsure chief financial officer and chief actuary Jennifer Lang says executives may ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
A former AMP adviser was permanently banned by ASIC for misappropriating almost $2.5 million of client funds. Over the course of nine years, Hobart-based Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative ...

Industry super fund expands impact investment strategy

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... be partnered with TriLinc Global in such a values aligned investment opportunity," Christian Super chief investment officer Tim Macready said. "TriLinc's embracing view of impact investment is a great model of the future of global investment encompassing ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia. New research released by the FPA shows that almost a quarter ...

US$4.1 billion infrastructure debt fundraising secured

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
AMP Capital has reached final close on its Infrastructure Debt Fund III, completing one of the largest fundraisings in the world for an infrastructure debt strategy. The investment manager raised US$2.5 billion for the Debt Fund III (IDF III), an additional ...