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Showing 1311 - 1320 of 2974 results for "Phil"

Custody specialist moves from J.P. Morgan to RBC

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
RBC Investor and Treasury Services has recruited its second senior custody specialist from J.P. Morgan in the space of a month as the firm strengthens its operations in Asia Pacific. Marian Azer will take on the dual role of managing director, head ...

Retailers should be wary of Amazon: Poll

KARREN VERGARA  |  MONDAY, 4 DEC 2017
... online retail interactions - so too will they demand the same convenience from financial services," Avoka chief executive Phil Copeland said. He added Australian banks have been quick and aggressive to digitise their products but they haven't gone far ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Jeremy Cooper explores the inconvenient truth of super

ALEX BURKE  |  MONDAY, 20 NOV 2017
Challenger retirement income chair Jeremy Cooper believes the superannuation industry and its regulators need to address an inconvenient truth: the system is wholly unprepared for retirees. Speaking at the Financial Services Council Retirement Income ...

Xero founder sells $94.5m in shares to fund philanthropy

ALEX BURKE  |  FRIDAY, 17 NOV 2017
Xero's founder and chief executive is selling three million Xero shares to fund philanthropic and social endeavours. In an ASX statement, Xero said Rod Drury's sale to institutional and professional investors at $31.50 per share was "likely successful." ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... result and I hope that Parliament will move swiftly to pass the necessary legislation." Australian Ethical managing director Phil Vernon, a long time supporter of marriage equality, said he hopes the government is "quick to take action and make this ...

Media Super appoints investments GM

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
Media Super has appointed a general manager, investments. Norman Zhang joins the super fund from Frontier Advisors, where he was lead consultant. Prior to that, he was a consultant at Ernst & Young and a commercial credit cards service consultant at ...

Global manager to merge key investment firms

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
The world's largest multi-boutique asset manager is consolidating three of its biggest US investment managers to create a specialist AU$733 billion multi-asset manager. BNY Mellon Investment Management has announced that Mellon Capital Management, Standish ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...