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Showing 91 - 100 of 137 results for "Jess"

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
The former head of institutional at J.P. Morgan Asset Management Australia has opted for a tree change, relocating to regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services ...

HSBC appoints wealth leader

HARRISON WORLEY  |  THURSDAY, 20 DEC 2018
HSBC appointed a new wealth management lead for Australia, but will not relaunch a traditional wealth business. Former Westpac state manager Jessica Power will lead the global bank's retail banking and wealth management arm in Australia from December ...

AI ramping up but legal risks remain

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
Financial services companies are betting on artificial intelligence (AI) more than ever, but remain sceptic of compliance and legal risks of the technology, according to a new Baker McKenzie report. Baker McKenzie surveyed 355 financial services leaders ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
More investors are turning to fixed income ETFs as a way to finetune their bond portfolios. Karren Vergara finds out what is driving the demand and why this new wave of defensive ETFs is here to stay. Recalling the sharp market correction that stung ...

Superannuation must catch up to gig economy

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
The chief executive at one of Australia's biggest wealth managers said he is troubled by adequacy issues in Australia's $2.7 trillion superannuation system, suggesting it be overhauled. Mercer Australia chief executive Ben Walsh told an industry breakfast ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
A boutique asset manager is welcoming a national business development manager in order to meet increasing managed accounts demand. Quilla Consulting appointed Steven Jessop as national business development manager to meet growth in its managed accounts ...

Zuper opens its doors

KARREN VERGARA  |  FRIDAY, 27 JUL 2018
Millennial super fund Zuper has officially launched to make a play at the $2.6 trillion superannuation industry. Aiming to "empower" millions of young disengaged Australians with their superannuation, Zuper was founded in early 2017 by chief product ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
ASIC was a specific target by social media commentators during the first round of hearings for the Royal Commission into Australia's biggest providers of financial advice. Commentators on Twitter were broadly critical of ASIC's attempts to police and ...

2018 FICAP 'Who Wants to be a Rockstar' raises over $300k

MICHELLE BALTAZAR  |  FRIDAY, 23 MAR 2018
Research analyst by day, Rockstar by night. George Hadja from Montgomery Investment Management took home the coveted 2018 Rockstar of the Year Award at an industry fundraiser organised by the Finance Industry Community Aid Program (FICAP) in Sydney ...