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Showing 121 - 130 of 653 results for "Kerri"

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 ...

ETF market capitalisation continues to grow

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Exchange traded funds have continued to experience strong growth in 2016, with the sector reaching market capitalisation of $24.1 billion to the year 30 September 2016, up 24.7% on the previous year. According to Zenith Investment Partners' latest sector ...

CBA reinforces gender equality through financial education

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
The Commonwealth Bank of Australia has committed to implementing a number of recommendations to its in-school financial literacy program in a bid to foster the financial empowerment of women and girls. CBA engaged Our Watch, the national foundation ...

Elders introduces adviser education scholarships

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Elders Financial Planning is introducing education scholarships to support its adviser network ahead of the proposed education reforms. Elders Financial Planning general manager Tony Beaven said the scholarships are open to all advisers in the Elders ...

Watermark makes two key hires

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Watermark Funds Management is strengthening its global capabilities with the appointment of a new portfolio manager and business development manager. Former Platinum senior investment analyst Simon Felton joins in the role of portfolio manager and will ...