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Showing 1221 - 1230 of 4000 results for "Personal"

Evans invites 360 Capital to board

ELIZA BAVIN  |  FRIDAY, 2 OCT 2020
... 39.5% in the year to June end. Less than two months later, on August 1, Dixon took went on extended leave of absence for personal reasons from URF.

Industry fund doubles down on fee cuts

ELIZA BAVIN  |  THURSDAY, 1 OCT 2020
... that to $463 in just three years represents a substantial achievement. The total fees on a $50,000 balance for Vision Personal - Sustainable balanced option - the lowest cost sustainable balanced product - have been cut from $238 to $223 on a $50,000 ...

82% of advisers pass August FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 1 OCT 2020
... FASEA said advisers underperformed in a few areas including demonstrating an understanding of the differences between personal advice, general advice and factual information, assessing best interests and assessing the impacts of conflicts that may arise ...

Manipulative trading at J.P. Morgan costs it over $1bn

ALLY SELBY  |  WEDNESDAY, 30 SEP 2020
... of public markets critical to our financial system." According to admissions and court documents, numerous traders and personal on J.P. Morgan's precious metals trading desk in New York, London and Singapore engaged in a scheme to buy and sell precious ...

Fintech appoints country head

ELIZABETH MCARTHUR  |  TUESDAY, 29 SEP 2020
... corporate banking for Barclays. "Australia and New Zealand are two markets which already recognise the value of more personal financial intelligence" Poskitt said. "Right now, we're focused on developing interest and demand for Envestnet Yodlee on use ...

BlackRock clamps down on work romances

KARREN VERGARA  |  FRIDAY, 25 SEP 2020
... were recently told to tell their superiors about romantic relationships with anyone connected to the group, not just personal relationships with colleagues. The new rules extend existing workplace policies to encompass the global fund manager's vast ...

VGI Partners co-founder steps down from board

ANNABELLE DICKSON  |  FRIDAY, 25 SEP 2020
... the launch of its master fund, offshore fund and its ASX listing in 2019, Tynan resigned from his executive role due to personal reasons. Following his departure, the investment team has reported directly to Robert Luciano as the portfolio manager. Speaking ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... growth phase. "We are part way through a major software build to scale our offering to the market and her experience and personal network will add substantial value to that process," he said.

ASIC extends advice, capital raising provisions

ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
... extended its 'no-action' position to superannuation trustees to December 31 from September 24, allowing funds to provide personal advice as intra-fund advice to members relating to ERS. "ASIC will continue to monitor the appropriateness of these temporary ...

Westpac reaches $1.3bn AUSTRAC deal

ELIZA BAVIN  |  THURSDAY, 24 SEP 2020
... again in the future," she said. Alan Kirkland, chief executive of CHOICE said the settlement clearly demonstrates that personal executive accountability is still missing in the financial industry. "No executives or senior management at Westpac have been ...