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Showing 131 - 140 of 574 results for Kerrie Sydee

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 ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...

AMP Capital acquires stake in desalination plant

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
AMP Capital has reached financial close to acquire a 5.2% stake in the Victorian Desalination Project (VDP) from Pacific Partnerships. Funded by the AMP Capital Community Infrastructure Fund (CommIF), VDP was delivered as a public private partnership ...

Professional standards legislation reaches parliament

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
The federal government confirmed it will introduce legislation this year to mandate professional standards for financial advisers. As previously revealed, the reforms will include compulsory education requirements for existing and new financial advisers ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
More financial advisers are embracing fintech as a tool to enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications ...

Zurich fund receives first rating

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
Zurich Financial Services Australia's Emerging Markets Equity Fund has received its first rating from Zenith. Rated 'Recommended', Zenith noted the fund's unique focus on companies with sustainable high dividend yield and its ability to outperform low ...