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Showing 11401 - 11410 of 29084 results for "PRI"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

'tis the season to not be jolly

BENJAMIN ONG  |  THURSDAY, 16 NOV 2017
Thank goodness Australia doesn't celebrate Thanksgiving Day - there won't be anything to give thanks for when it comes around next week. While we're at it, Santa Claus may not be coming to town either. I'm not in a "Grinchy" mood today, it's just the ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
Leaders from across the financial services industry have welcomed the 'Yes' vote in favour of legalising same-sex marriage. Zurich, Vanguard, Westpac, Australian Ethical and CBA have all expressed delight at the result and affirmed their commitment ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
A new impact investment fund aimed at leveraging private investment in small and medium enterprise in the Asia-Pacific region has been launched by the Australian Government. The $40 billion emerging markets impact investment fund will support SME's ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ...

Media Super appoints investments GM

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
Media Super has appointed a general manager, investments. Norman Zhang joins the super fund from Frontier Advisors, where he was lead consultant. Prior to that, he was a consultant at Ernst & Young and a commercial credit cards service consultant at ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

Australian business conditions gone gangbusters

BENJAMIN ONG  |  WEDNESDAY, 15 NOV 2017
Say what? "Business conditions hit an all new high in October, although leading indicators suggest the possibility of some pull-back in coming months. The business conditions index jumped by an impressive 7 points in October, to +21 index points, which ...

SSGA sales head lands top job, successor named

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
The head of managed fund sales at State Street Global Advisors in Australia is relocating to the US headquarters in Boston for a senior role. Starting in the new year, Amy Johnston will lead a sales team across the Americas servicing corporates, endowments ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Real Asset Management Group (RAM) appointed a new chief operating officer. Oliver Mourant joins RAM from Enhance Group, a Jersey-based investment consultancy firm he co-founded in 2005. There he was responsible for its overall operations, helping to ...