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Showing 1391 - 1400 of 2974 results for "Phil"

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are ...

Exposing the hidden risks of cash

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
While Australian equities traditionally occupy the higher-risk portion of an investment portfolio, historical analysis suggests cash may actually be riskier, according to Lazard Asset Management portfolio manager Dr. Philipp Hofflin. Speaking at the ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Asset managers held to higher standard: FSC

EMMA RAPAPORT  |  THURSDAY, 20 JUL 2017
Investment managers and asset owners will face stricter reporting and transparency rules following the launch of Australia's first Internal Governance and Asset Stewardship Standard. The Standard, administered by the Financial Services Council (FSC) ...

Global $430bn manager enters Australian market

ALEX BURKE  |  TUESDAY, 18 JUL 2017
A US-based global alternatives firm with more than $430 billion in assets under management is setting up shop in Sydney, appointing a local principal in the process. As head of Australia and New Zealand, James Martin will spearhead Hamilton Lane's operations ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
As part of an extension of its product range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... Australian Catholic Superannuation and Retirement Fund chief executive Greg Cantor said. Australian Ethical managing director Phil Vernon said this is further acknowledgement of Australian Ethical's standing as a leading responsible investment funds ...

Looking ahead key to flipping bad money habits

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... future selves. UBank, NAB's digital-only offering, conducted research in partnership with consumer neuroscience expert Dr. Phil Harris from the University of Melbourne. It found the population is spending $31 billion in savings each year, despite two ...

Vamos returns as governance firm chief executive

ALEX BURKE  |  MONDAY, 10 JUL 2017
Former long-serving chief executive of the Association of Superannuation Funds of Australia, Pauline Vamos, has become the chief executive of a firm providing ESG research to institutional investors. From today, Vamos will take the helm at Regnan, which ...