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Showing 1011 - 1020 of 2357 results for "Stage"

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA | FRIDAY, 29 JUN 2018

... app and YTML to integrate different systems and help financial advisers provide risk advice more efficiently over a three-stage process. The solution compresses the fact gathering stage down to 20 to 30 minutes. AstuteWheel managing director Hans Egger ...

Qualitas creates LIT, enters retail market

DARREN SNYDER | FRIDAY, 29 JUN 2018

Real estate manager Qualitas is in the final stages of launching a listed investment trust, its first exchange-traded product and its first foray into the retail investment market. The listed investment trust (LIT) will focus on commercial real estate ...

Dover exit renews self-licensing calls

ALEX BURKE | MONDAY, 25 JUN 2018

... window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers will go, and ASIC has warned prospective licensees that they will need to "get audit reports and/or ...

Cbus aims to reduce costs through internalisation

ALEX BURKE | WEDNESDAY, 20 JUN 2018

... traditional asset class boundaries. "The emerging capacity challenges facing the construction industry in Australia also set the stage for superannuation funds to play a role in facilitating partnerships between local and international participants ...

IOOF boosts adviser compliance support

KARREN VERGARA | TUESDAY, 19 JUN 2018

IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...

China A-shares to shake up EM funds

KARREN VERGARA AND DARREN SNYDER | WEDNESDAY, 13 JUN 2018

... market and at the very least disrupting the $2.6 trillion which tracks the MSCI Emerging Markets Index. Phased in over a two-stage process and completing in August, HSBC says more than $783 billion of foreign investment is expected to flow in to the ...

FASEA begins work on adviser exam

JAMIE WILLIAMSON | TUESDAY, 12 JUN 2018

... interest must be received by June 15 with those that are short-listed to be contacted the week after to commence the next stage of the process. The exam is a key measure of professional standards reforms for financial advisers, with all new advisers ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD | FRIDAY, 8 JUN 2018

A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

Fidelity extends institutional capability

HARRISON WORLEY | MONDAY, 4 JUN 2018

Fidelity International has appointed a former AMP Capital executive to head up its institutional business as the needs of its clients evolve. Joining the firm from his current post as head of institutional business at AMP Capital is John Meagher. Meagher ...

Super scorecard to shift consumer playing field

DARREN SNYDER | THURSDAY, 31 MAY 2018

An independent think tank is launching a sustainable retirement scorecard as a self-assessment tool for superannuation funds to benchmark performance in managing members' retirement. The Committee for Sustainable Retirement Incomes (CSRI) is introducing ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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