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Showing 141 - 150 of 653 results for "Kerri"

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 ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
The Asia-Pacific region is now the leading region for high net worth individuals (HNWI) wealth, according to the 2016 Capgemini Asia-Pacific Wealth Report. In 2015 Asia-Pacific HNWI wealth grew by 9.9% to US$17.4 trillion, a growth rate 5.8 times the ...

MTAA awards $330m mandate

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
MTAA Super has awarded a $330 million Australian equity mandate to an Australian investment manager. Ausbil Investment Management was awarded the mandate for its Australian Active Equity Strategy. Managed by chief executive Paul Xiradis and his team ...

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
Financial planning support business Strategy Steps has been sold to software product and services company knowIT to allow for greater digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise ...

ASX responds to CFR regulatory expectations

KERRIE SYDEE  |  WEDNESDAY, 12 OCT 2016
The ASX has updated its Cash Equities Clearing and Settlement Code of Practice to align with new Council of Financial Regulators (CFR) policy statements. In March the Federal Government asked CFR to prepare the policy statements to ensure the right ...