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Showing 12211 - 12220 of 22163 results for "Tim"

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
Managed funds discount broker InvestSMART has launched a free direct-to-consumer "robo-advice" tool. The tool allows consumers to input their existing assets (if any), answer questions on desired outcomes and time horizons and then compare available ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
A non-aligned dealer group has seen 30 accounting practices join in the last year as the limited and full advice licenses gain momentum. GPS Wealth said that so far the limited license has been the most popular option for accounting practices joining ...

Member engagement a danger to super savings

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
A high level of engagement with superannuation savings can lead members to make the wrong move at the wrong time, industry execs have warned. "The joke is that often if you're disengaged with your super, ironically it can be good," State Street Global ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
Macquarie Group's comprehensive advice remediation program has paid $11 million to disgruntled advice clients a year after it was put in place. Documents made public by the group prior to the annual general meeting today reveal that, to 30 June 2015 ...

J.P. Morgan appoints custody country head

ALEX BURKE  |  THURSDAY, 23 JUL 2015
J.P. Morgan has appointed a new head of custody and fund services for Australia and New Zealand. Nadia Schiavon was previously head of J.P. Morgan's treasury services division; she will now report to head of Asia Pacific custody and fund services Colin ...

A question of trend

BENJAMIN ONG  |  THURSDAY, 23 JUL 2015
Funny that. Funny that on the same day that RBA Governor Glenn Stevens addressed the Anika Foundation Luncheon in Sydney and told his audience that, "One of the features of much regular discussion of macroeconomic policy, and monetary policy in particular ...

Perth toll road an opportunity for super funds

DARREN SNYDER  |  WEDNESDAY, 22 JUL 2015
Superannuation funds may have the opportunity to buy in to a $1.6 billion road project in Perth after the Western Australian transport minister announced plans to sell the income stream from tolls on heavy vehicles. Transport minister Dean Nalder told ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
Commonwealth Bank chief executive Ian Narev has insisted that despite the challenges the bank has faced in its financial advice business and in spite of widespread digitisation, face-to-face planners will remain at the heart of the company's business ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

NSW Advisers Big Day Out kicks off next week

STAFF WRITER  |  WEDNESDAY, 22 JUL 2015
Registrations for the Financial Standard's NSW Advisers Big Day Out Investment Manager Roadshow are closing soon. The country's leading fund managers, including Altair Asset Management, Auscap Asset Management, Insync Funds Management, La Trobe Financial ...