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Showing 131 - 140 of 653 results for "Kerri"

Instos should reconsider hedging strategies: PIMCO

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
Institutional investors with globally diversified portfolios should consider making their currency hedging decisions at the portfolio level on a currency-by-currency basis if they wish to truly mitigate risk, according to new research from PIMCO. The ...

Fed Court winds up unregistered investment scheme

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
The Federal Court has wound up 21st Century land banking companies and declared the land banking developments were unmanaged investment schemes. The court also disqualified the operators of 21st Century land banking companies, Jamie and Dennis McIntyre ...

Gender inequality still the elephant in the room

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
Despite significant inroads made to reduce gender inequality in the financial advice industry there are still changes needed to evict the elephant in the room. Following a recent industry conference, financial adviser at Thompson Financial Services ...

Equititrust CEO remains permanently banned

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
The former chief executive and founding director of Equititrust remains permanently banned from providing financial services after withdrawing his application to the Administrative Appeals Tribunal for a review of ASIC's decision. Mark McIvor was permanently ...

Profitable firms leverage from within: Macquarie

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
High performing financial services and accounting firms leverage existing capabilities and clients instead of looking outside their businesses for profit, according to new data from Macquarie. Macquarie's Accounting and Financial Services (AFS) Benchmarking ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

Advisers must understand psychological differences

KERRIE SYDEE  |  WEDNESDAY, 19 OCT 2016
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. The research shows there are three regions of the brain that are anatomically different ...

Institutions grappling with risk culture

KERRIE SYDEE  |  WEDNESDAY, 19 OCT 2016
APRA acknowledges that despite a stronger focus on risk culture, most institutions are grappling to articulate what type of risk culture they aspire to have, let alone how they will address weaknesses. In a paper released yesterday, APRA said the inability ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
AdviceIQ has appointed a consultant to the AdviceIQ and PortolioIQ boards to help lead and develop the two businesses. Paul Harding-Davis will join the companies to provide governance and management support. In addition he will also be actively working ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while ...