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Showing 111 - 120 of 574 results for Kerrie Sydee

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Financial advisers around the world remain optimistic about the future of their businesses despite facing a growing number of regulatory changes, according to a new study by Vanguard. Vanguard's 2016 Global Adviser Trends Survey gained insights from ...

The infrastructure benchmark challenge

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Despite the prominence of infrastructure as a standalone asset class, the absence of a widely accepted benchmark makes it difficult for investors to analyse the asset class, according to executive director, head of infrastructure research at J.P. Morgan ...

Elders inks deal with ninth practice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Elders Financial Planning has acquired its ninth practice in seven months. Brisbane based advice practice, MI Life Wealth has joined the Elders dealer group as the practice looks to grow its business through the Elders referral network. General manager ...

Challenger reveals key annuity relationships

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Challenger has announced two new annuity relationships with Australian and international partners. Challenger's full range of annuity products will now be available through AMP's investment and administration platforms and will also be available through ...

ASIC confirms systemic failures in advice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
The Australian Securities and Investment Commission has confirmed systemic failures at 21 Australian Financial Services Licensees in providing ongoing advice services to clients. Identified in ASIC's 'Financial advice: Fees for no service' report, the ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ...

Impact investing delivers wide reaching returns

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
Impact investments are not only positively impacting the lives of tens of thousands of people but are also delivering strong returns to investors, according to a new report from Impact Investing Australia. The first data-set of Australian impact investments ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

NGS partners with tech platform

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
NGS Super has partnered with a financial services technology platform as part of a major operating technology transformation. NGS who provides superannuation and financial advice to more than 100,000 clients has partnered with PractiFI. PractiFI integrates ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...