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Showing 1381 - 1390 of 2662 results for "SEPA"

Philanthropy Australia names recipients of annual industry awards

MICHELLE BALTAZAR  |  FRIDAY, 7 APR 2017
Leading Australian philanthropists were honoured for the impact of their giving at the 2017 Philanthropy Australia Awards held this week in Melbourne. The prestigious 2017 Leading Philanthropist Award went to documentary filmmaker Ian Darling who has ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...

Contango founder ousted in leadership battle

ALEX BURKE  |  TUESDAY, 28 MAR 2017
Two Contango MicroCap (CTN) directors were removed following an extraordinary general meeting and a third resigned prior to resolutions being passed. Ian Neil Ferres and Contango Asset Management founder David Stevens were unseated during the EGM, while ...

Fintechs and instos must align: Saxo

DARREN SNYDER  |  TUESDAY, 28 MAR 2017
The chief executive of a global trading and investment technology firm believes financial institutions must step away from building and owning everything and adopt more collaborative approaches. Saxo Bank founder and chief executive Kim Fournais said ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Colonial First State is in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
The Australian and Securities and Investment Commission permanently banned a former Anne Street Partners financial planner for engaging in deliberate acts of dishonesty. Daniel Peter Logan, formerly of Brisbane, failed to comply with financial services ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
A Melbourne based financial advice provider is to appear in the Federal Court of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies ...

No such thing as a must own company: Analyst

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
An analyst and portfolio manager of the Pan-Tribal Global Equity Fund believes there is no such thing as a 'must own' company. Sharing the view at a recent Pan-Tribal lunch for advisers, Danton Goei of Davis Advisors said investors can get caught up ...

Suncorp inches closer to NZ insurer takeover

ALEX BURKE  |  WEDNESDAY, 15 MAR 2017
Suncorp increased its stake in a leading New Zealand insurer to 19.9% following a takeover bid in February. Suncorp's bid for Tower Insurance occurred shortly after the latter entered into a scheme implementation agreement with Fairfax Financial Holdings. ...

Proactive group releases life insurance guidance

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Superannuation funds and group life insurers now have a best practice guide to improve the quality and availability of insurance data for use across the industry. A collection of life insurance and superannuation bodies have released the best practice ...