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Showing 1081 - 1090 of 3426 results for "SMI"

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley. The financial ...

New Calastone service automates distribution processing

MARK SMITH  |  WEDNESDAY, 12 AUG 2015
Global funds transaction network, Calastone, has launched its new automated distribution service, aimed at cutting out mistakes from manual input and shortening processing times. The distribution solution connects fund manager and client, standardising ...

Regulation is not the only answer: Herbert Smith Freehills

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
The word governance only appears nine times in the Wallace report, but 48 times in the Murray report, and many more times than that in the Cooper report. "Everything gets blamed on poor governance," Herbert Smith Freehills and university lecturer Scott ...

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
Six months on from the merger with Findex, Crowe Horwath is looking to broaden its financial advice offering by offering a full-service model to family offices. The merger significantly increases the scale of the accounting, audit, tax and financial ...

State Street boosts managed fund sales team

MARK SMITH  |  TUESDAY, 11 AUG 2015
State Street Global Advisors (SSGA) has grown its managed fund sales team in Sydney with the appointment of two experienced sales managers. Syvanna Croyden and Amanda Conner will be responsible for in-field sales, reporting to head of managed fund sales ...

Murray slams "silly suggestions"

MARK SMITH  |  TUESDAY, 11 AUG 2015
David Murray, chair of the Financial System Inquiry, has stirred the debate around super board independence, saying it has deteriorated into a "set of silly suggestions." In his final FSI report, Murray recommended that super funds appoint a majority ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
Zurich Financial Services Australia has launched a series of case studies that promote best practice by financial advisers in the use of social media and digital marketing. The publication, the first of its kind for the industry, reflects the growing ...

Philanthropists donate $6.2m through Perpetual

LAURA MILLAN  |  MONDAY, 10 AUG 2015
Perpetual clients have donated $6.2 million to not-for-profit organisations through the inaugural IMPACT Philanthropy Partnership program. The donations are a small part of the overall $85 million that Perpetual has distributed this year on behalf of ...

Financial services industry unites for marriage equality

LAURA MILLAN  |  FRIDAY, 7 AUG 2015
Australia's financial services businesses have put rivalries aside and got ahead of politics in a country-wide campaign to support marriage equality. A total of 562 organisations, among which are Australia's top financial services businesses, have signed ...

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
The current legal and regulatory environment is not equipped to deal with potential issues arising from robo advice. According to Herbert Smith Freehills partner Michael Vrisakis, the wording of current legislation only considers the administration ...