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Showing 10791 - 10800 of 22150 results for "Tim"

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
ASIC has banned a former Westpac financial planner after he was found to have applied a 'one size fits all' advice model. Anthony Bishop of Chelmer, Queensland has been banned from providing financial services for eight years. He provided inappropriate ...

CFSGAM names new director

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
Colonial First State Global Asset Management has appointed a new director, infrastructure investments. Daniel Timms joins CFSGAM from Origin Energy, where he has held a number of executive roles across strategy, business development and major projects ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are paying for services they don't need ...

European hedge fund business sold to Aussie administrator

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
A hedge fund administration business based in Malta is being acquired by an Australian administrator looking to continue its growth strategy and expanding global footprint. ASX-listed MainstreamBPO is purchasing the European arm of Alter Domus' hedge ...

ACCC slams Macquarie and ANZ for cartel conduct

ALEX BURKE  |  FRIDAY, 25 NOV 2016
The Australian Competition and Consumer Commission is commencing proceedings against ANZ and Macquarie Bank for attempted cartel conduct. ANZ and Macquarie co-operated with the ACCC's investigation, and the parties have agreed that the court will be ...

Time is up for the static portfolio mix: JPMAM

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
Investors who maintain a simple static allocation mix will have to come to terms with a trajectory of falling returns, according to the 2017 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions. For investors looking to achieve ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 25 NOV 2016
Australia managed funds industry The Australian Bureau of Statistics (ABS) reports that the managed funds industry saw a 2.2% increase in funds under management to A$2,774.5 billion in the September quarter from A$2,715.5 billion in the June quarter. ...

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time. Kathy Havers of Catalyst Financial Group was presented with the award at the annual Future2 ...

FPA and AFA merger unlikely: De Gori

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A merger between the FPA and the AFA certainly has its merits, but could incur greater division within the financial advice landscape. Speaking to Financial Standard at the 2016 FPA Professionals Congress, FPA chief executive Dante De Gori said he often ...