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Showing 141 - 150 of 309 results for "Merit"

RG97 reshaping multi-asset strategy: Zenith

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... Zenith head of multi-asset and income research Andrew Yap explained: "While we believe the cost-sensitive measures have merit for fund managers in an RG97 world, we also note that funds may lose some ground on efficiency, reflecting fewer avenues to ...

ASIC chair nominee withdraws candidacy

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... the spokesperson said, adding that the search follows "the recommendations of the ASIC Capability Review in conducting a merit based selection process for the new chair of ASIC." O'Sullivan's nomination was roundly criticised by Shadow Treasurer Chris ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... a weakening in the power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
Madison Financial Group has appointed a new head of governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions ...

Passive versus active is crippling: QIC

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... Australia over the past decade," QIC said. "It's been a zero-sum game in which neither side can concede even a sliver of merit in their opponent's position. "The endless passive versus active contest is the investment industry's equivalent. "We are passionate ...

Glass ceiling stops at C-Suite

JAMIE WILLIAMSON  |  TUESDAY, 15 AUG 2017
... roles and so on... I say to chief executives, either your hiring process is pathetic or, in some way, you can't see the merit in the women you're getting because many of our organisations hire equal numbers of men and women and yet it doesn't flow through," ...

Cameron Hume hires fixed income expert

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
International fixed income manager Cameron Hume hired an industry specialist to help grow its investment management capabilities. Russ Oxley, founder of Avrox Investment Solutions will work with the firm on a consultancy basis to develop strategic investment ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
An investigation by ASIC has forced NAB Group advice licensees to make corrective disclosures to customers. The corporate regulator found that NAB's dealer groups failed to disclose relationships between advisers, licensees, and other members of the ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... Easton said the proposed acquisition would be complementary to its existing wealth management operations, which includes Merit Wealth, and would provide a "significant lift-up in earnings." At this stage, Easton has reached a formal conditional agreement ...

Tax breaks delivered to first home buyers

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... Whiteley said. "Funds will need to maintain more liquid asset allocations to deal with unpredictable withdrawals. There is merit in assisting first home buyers, but this is not the way." The ATO will be given the primary responsibility for administrating ...