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Showing 1371 - 1380 of 2333 results for "ART"

AAT upholds adviser appeal against ASIC

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
The Administrative Appeals Tribunal upheld an appeal by Tony Davidof, a former Macquarie Equities accredited derivatives adviser, against the Australian Securities and Investments Commission. In 2015, ASIC banned Davidof from providing financial services ...

No deal is better than bad deal on Brexit

BENJAMIN ONG  |  WEDNESDAY, 18 JAN 2017
"Not partial membership of the European Union, associate membership of the European Union, or anything that leaves us half-in, half-out. We do not seek to adopt a model already enjoyed by other countries. We do not seek to hold on to bits of membership ...

A-dollar rising

BENJAMIN ONG  |  MONDAY, 16 JAN 2017
Aussie! Aussie! Aussie! Oi! Oi! Oi! Australia's legal tender is again doing the rounds of the headlines. Disappointment over Trump's press conference last week - he talked and talked about everything except about his economic policies - brought the ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

Climate calling

DARREN SNYDER  |  MONDAY, 9 JAN 2017
Mercer's Alexis Cheang hears plenty of verbal commitment from Australian superannuation funds about the development and implementation of sustainable investment strategies. The continued aspiration is welcome, but Cheang believes proper execution and ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
Brisbane-based wealth management consultancy Complete Financial Balance is being acquired by the Australian arm of Arthur J. Gallagher & Co. The transaction marks a continued Australian expansion for the US-owned AJG. The firm acquired Perth-based workplace ...

Advice from abroad

STAFF WRITER  |  WEDNESDAY, 4 JAN 2017
An expat, a father and lover of all things social, Brett Evans is not your average financial adviser. From an early age Evans knew finance was the right place for him and flourished in the uncertainty and challenge of each day. "I love the industry ...

AIA revamps income protection suite

ALEX BURKE  |  WEDNESDAY, 4 JAN 2017
AIA made multiple changes to its flagship income protection product series, Priority Protection. If AIA's health and wellness program, AIA Vitality, is attached, new customers will receive an initial 7.5% discount for all income protection and business ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
The Commonwealth Bank asked Barry Lambert to stay on as chair of Count Financial for two years following the bank's acquisition - he asked them for two years and two months. Confused, the bank asked him why. He told them, "If I stay on until January ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
A Federal Government agency says there is a medium level of risk for money laundering and terrorism financing in the Australian financial planning industry. The Australian Transaction Reports and Analysis Centre (AUSTRAC), the government's financial ...