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Showing 1601 - 1610 of 3273 results for "Associate"

Industry model costing good advisers

KARREN VERGARA  |  MONDAY, 3 APR 2017
The proposed industry funding model to help ASIC regulate poor advisers is at the cost of those behaving professionally and ethically, according to the Association of Financial Advisers. The ASIC Supervisory Cost Recovery Levy Bill, which details an ...

Responsible investing demand unstoppable

KARREN VERGARA  |  MONDAY, 3 APR 2017
... locally in 2016, representing about US$800 million or 0.9% of global issuance. While this might be minuscule, Moody's associate managing director of structured finance, Ilya Serov, said Australia's green bond market and appetite for responsible investing ...

Investment consultant strengthens Australian team

EMMA RAPAPORT  |  FRIDAY, 31 MAR 2017
An investment consultant is expanding its Australian presence with the appointment of a new senior associate. Vishal Sharma, a former consultant relations manager with M&G Investments London, will join bfinance in support of Australian country director ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
ASIC has formed a committee comprising practicing financial advisers in a bid to improve the advice industry's engagement with the regulator. The Financial Advisers Consultative Committee (FACC) will complement ASIC's existing engagement with the industry ...

Adviser cybercrime insurance launches

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
Adviser Ratings and a global insurance and risk management provider are launching an insurance policy aiming to protect advisers against cybercrime. Financial advisers registered on the Adviser Ratings platform will be eligible to take out cyber liability ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management ...

Super trustees need better vigilance: APRA

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
APRA's deputy chair Helen Rowell hit out at superannuation trustees who incur "inappropriate expenditures" saying that unnecessary costs negatively affect outcomes for members. Speaking to delegates at the 2017 Conference of Major Super Funds (CMSF) ...

Super funds support PRI statement on slavery

EMMA RAPAPORT  |  FRIDAY, 24 MAR 2017
The United Nations-supported Principles for Responsible Investment is calling on Australian superannuation funds and fund managers to sign a statement in support of a Modern Slavery Act in Australia. The statement will form part of PRI's submission ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
BT Financial Group will merge 12 superannuation funds into one as part of the rollout of its $630 million Panorama platform and in a major update of the wealth management business. Announced to the market this morning, BTFG will also move from four ...

BTIM builds out multi-asset team

ALEX BURKE  |  THURSDAY, 16 MAR 2017
... Management for seven years. Prior to that, in addition to his senior role at JANA Partners, he was an investment banking associate at CSFB and a quantitative analyst at Lehman Brothers. BTIM chief executive Emilio Gonzalez said Caputo is a "highly regarded ...