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Showing 1291 - 1300 of 2102 results for "MAX"

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data ...

Industry moves away from upfront commissions

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
Australia's life insurance advisers and providers have reached an agreement to transition from high upfront commissions to alternative remuneration models. The Association of Financial Advisers (AFA), the Financial Planning Association (FPA) and the ...

Cbus hires equities investment specialist

STAFF WRITER  |  MONDAY, 22 JUN 2015
Cbus has appointed a former Nomura Asset Management senior portfolio manager to the role of equities investment specialist. Kiran Singh will start on the role with Cbus on 27 July and he will relocate to Australia from Singapore, where he worked for ...

Investors pretending there's value in the market

MARK SMITH  |  FRIDAY, 19 JUN 2015
Investors are wrongly convincing themselves there is still value in an overpriced equity market, a top performing fund manager says. Ben Leyland, senior fund manager at BT Investment Management-owned investment house J O Hambro and manager of the London-based ...

Australia's "irrational exuberance" an economic risk: PIMCO

LAURA MILLAN  |  WEDNESDAY, 17 JUN 2015
Australian households are exhibiting "irrational exuberance" by getting into too much debt and placing little weight on unemployment or returns, which means that an external shock would be severe for the economy, PIMCO said. Household debt appears to ...

Macquarie refunds $5.5m after 13-year system errors

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
Macquarie Investment Management will refund $5.5 million to 2,300 clients after system errors between 2001 and 2014 led to miscalculated fees. The errors occurred in the Macquarie Wrap platform and included charging fees over the maximum amount in product ...

Internalisation has gone the full circle say CIOs

DARREN SNYDER  |  FRIDAY, 5 JUN 2015
... during the chief investment officer roundtable discussion at the Financial Standard Marketing, Advertising & Sales Excellence (MAX) event in Sydney. Chief investment officer at IOOF, Stephen Merlicek, said there are roles for internalisation but it depended ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... exchange tradeable funds and products, and self managed super funds (SMSF). Research presented by Rainmaker at yesterday's MAX Marketing, Advertising and Sales Forum convened by the research group revealed these SDI segments account for 17% of retail ...

Small data beats big data

ALEX BURKE  |  THURSDAY, 4 JUN 2015
... Mercer consumer marketing leader Cambell Holt. Speaking at the Financial Standard Marketing, Advertising & Sales Excellence (MAX) event in Sydney, Holt said that too many financial services companies are focusing on gathering too much data and not "separating ...