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Showing 111 - 120 of 509 results for "IPA"

Financial Standard wins prestigious award

DARREN SNYDER  |  THURSDAY, 6 APR 2017
Financial Standard journalist Alex Burke has been honoured for a series of feature articles on retirement income, winning an award at the Australian Citi Journalism Awards for Excellence. Burke was judged winner of the Markets and Investment category ...

Responsible investing demand unstoppable

KARREN VERGARA  |  MONDAY, 3 APR 2017
Global demand for ethical investment strategies and products is putting more pressure on asset managers to generate returns beyond hard performance numbers. Australia and New Zealand held A$675 billion in sustainable investment assets in 2016, or 50.6% ...

'Retire ready' is more than a large super balance

EMMA RAPAPORT, STEPHEN FAY  |  THURSDAY, 23 MAR 2017
Satisfaction in retirement is a function of more than financial security, with other factors equal or more powerful in driving overall satisfaction, according to presenters at this years' Conference of Major Super Funds. At a session on retirement and ...

FSC board appoints AMP exec

ALEX BURKE  |  WEDNESDAY, 22 MAR 2017
A senior AMP executive is joining the board of the Financial Services Council. AMP group executive, advice and New Zealand Jack Regan will also become co-chair of the FSC's advice board committee. Before his current role at AMP, he was managing director ...

Senior hires at REST

KARREN VERGARA  |  WEDNESDAY, 22 MAR 2017
REST Industry Super appointed two senior wealth management executives in newly-created roles to help drive employer relations. Joining the $43 billion fund as head of employer engagement is Matt Russell. He will lead the national business development ...

PIMCO unitholders approve $10bn RE transaction

ALEX BURKE  |  MONDAY, 20 MAR 2017
PIMCO unitholders have voted overwhelmingly in favour of the manager internalising responsible entity services for over $10 billion in funds under management, representing one of the largest RE transitions in Australian history. Just five months ago ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... Australian Financial Services licensee or to obtain a license themselves. According to a statement from REIA, it first engaged the IPA around the designing and provision of a course for real estate agents in regards to property advice after an October ...

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Profile: Siobhan Blewitt, Executive director, financial adviser, Morgan Stanley Wealth Management Even before Siobhan hit the trading floor, she was training herself for a career with the boys. Collecting glasses in the back of a Melbourne public bar ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
As banks and major financial institutions are challenged to address set backs across respective wealth and advice businesses, several listed advice groups have shown they are on to a winning model. Growth for Centrepoint Alliance's wealth division is ...

More firepower in Challenger play

DARREN SNYDER  |  WEDNESDAY, 22 FEB 2017
February's flood of half-year reports from listed retail investment managers conveys a critical narrative about the changing nature of wealth product manufacturers and their respective distribution strategies. As investment manager profits remain under ...