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Showing 1251 - 1260 of 4034 results for "Personal"

Fund manager hires client experience lead

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... has extensive blue-chip experience in asset management and wealth. His most recent experience was working at Schroders Personal Wealth as chief marketing officer for 12 years. Overall, he was at Schroders for more nearly 17 years, initially working as ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... conflict". "Standard 3 of the code is concerned with an actual conflict between duties advisers owe their client and any personal interest they have or an actual conflict between duties they owe their client and duties they owe another individual or ...

ANZ fined $10m

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
... obligations as a financial services licensee. Between August 2003 and September 2015, it was found ANZ charged certain fees to personal and business customers in relation to periodic payments. The fees included those charged for periodic payments that ...

MySuper funds redeem performance

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... Mercer's Super Trust Corporate Super Division - Mercer Socially Responsible Global Shares Unhedged (5.2%). In the personal or balanced category, the top-three performers were: MLC MasterKey Super Fundamentals - BlackRock Global Allocation Fund (10.8%) ...

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 ...