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Showing 151 - 160 of 412 results for "Financial advisor"

Lazard funds rated by Lonsec

MARK SMITH  |  MONDAY, 16 NOV 2015
Lazard Asset Management's flagship Select Australian Equity Fund has retained its 'highly recommended' status from independent research house Lonsec, following a recent review. The Lazard Select Australian Equity Fund, which is a high conviction, benchmark ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

Deloitte super plan could save budget $6bn

DARREN SNYDER  |  MONDAY, 26 OCT 2015
Financial advisory firm Deloitte suggests a better superannuation tax system would be to update proposals from the Henry Review, as it would not add taxes to either earnings or benefits. Labeled a "circuit breaker" the updated plan would see every Australian ...

BlackRock adds to distribution team

STAFF WRITER  |  TUESDAY, 29 SEP 2015
BlackRock has expanded its distribution team with the appointment of a new regional sales head from Aberdeen Asset Management. Kate McDermott has joined the fund manager as director and head of southern region sales within its Wealth Advisory group. ...

Robots can't read your dreams, advice firm warns

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
Robo-advice is potentially damaging for the advice sector, as it's hard to replace a human's ability to discuss a client's dreams and aspirations, an advice group has said. Cigna Wealth senior financial adviser Zoe Downs said that recent growth in computer ...

Mercer handed fine for unlicensed advice in Singapore

MARK SMITH  |  THURSDAY, 10 SEP 2015
The Monetary Authority of Singapore has fined Mercer Singapore S$15,000 ($15,100) for contraventions of the Financial Advisers Act. On 18 August, Mercer Singapore accepted composition amounts of $10,000 for contravention of section 23B(3) of the FAA ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
The Monetary Authority of Singapore (MAS) has implemented key risk/life insurance advice reforms that were inspired by similar policies in Australia, the Netherlands and the UK. Minister for Culture, Community and Youth Lawrence Wong said these countries' ...

Prime Value appoints distribution head

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
Boutique fund manager Prime Value has appointed a new head of retail distribution. David Glascott joins Prime Value from Investors Mutual, where he was state manager for Victoria, Tasmania and Western Australia. He has also held positions at NAB, Macquarie ...

Australian advisers court Chinese investors

ALEX BURKE  |  MONDAY, 4 MAY 2015
The Asia Pacific Stock Exchange has partnered with AIMS Financial Group to host 200 Australian financial advisers in China in a series of meetings with Chinese investors, institutions and regulators. The advisers, sourced from the Association of Independently ...