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Showing 91 - 100 of 502 results for "IPA"

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Bennelong Funds Management recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
Two former senior JPMorgan and UBS investment bankers have joined forces to launch an online investment platform. Targeting investors seeking exposure to a wide range of asset classes in Australia, Rob Nankivell and Travis Miller said iPartners aims ...

Wealth begins its blockchain reaction

DARREN SNYDER  |  MONDAY, 7 AUG 2017
Ambitious financial services firms are driving Australia's global leadership in the development of blockchain technology, which is already delivering productivity and innovation benefits to the nation's trillion-dollar wealth industry. BNP Paribas Securities ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
Boutique and alternatives managers, traditionally the purview of institutional and wholesale investors, are turning to an increasingly sophisticated retail market to diversify their client bases. Consider Cooper Investors, the $11 billion global equities ...

AMP Capital appoints independent directors

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
AMP Capital appointed three non-executive directors to its responsible entity and trustee boards. John Nesbitt, Ming Long and Peter Rowe will join the AMP Capital Funds Management and AMP Investment Services boards effective July 28. Serving as the ...

Brexit endangers EU asset manager passport

KARREN VERGARA  |  MONDAY, 10 JUL 2017
Australian financial services companies relying on regional headquarters in London to access the European Union - essentially 28 countries - hangs in the balance once Brexit is finalised. Statistics from the Financial Conduct Authority show about 5500 ...

Finance braces for Amazon effect

EMMA RAPAPORT AND DARREN SNYDER  |  MONDAY, 26 JUN 2017
The arrival of Amazon Marketplace in Australia will disrupt several businesses and the financial services industry won't be immune to the online store's influence. Already sending shockwaves through local major retailers, Australian fintech Avoka believes ...

The changing face of underwriting

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
Facial analytics may play a key role in calculating future life insurance premiums thanks to a North Carolina technology firm claiming its platform returns lifespan estimates more accurate than traditional methods. Lapetus Life Event Solutions recently ...

Fees at the innovation frontline

ALEX BURKE  |  MONDAY, 29 MAY 2017
After a round of fee cuts at Vanguard, Platinum Asset Management and K2 Asset Management, it's clear headline fees are currently front-and-centre in funds management - and research argues there may be different ways to tackle the issue. The latest paper ...