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Showing 161 - 170 of 717 results for "Glen"

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
Under the FASEA Code of Ethics the amount of money an individual has to invest can no longer be relied upon to determine whether they are a sophisticated investor or not. Sophisticated investors are defined by ASIC's Money Smart as investors with a ...

Financial Standard Holiday Cooking Guide 2019

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
Some of Australia's financial services industry leaders share their favourite recipes for the festive season - some naughty, some nice. If you're looking for something to do with your down time this holiday season, why not try out a recipe from ...

Zenith acquired by private equity firm

ALLY SELBY  |  WEDNESDAY, 18 DEC 2019
... Zenith's investment solutions, tools and reporting for clients," Zenith said. Meantime managing partner David Smythe and partner Glen Franklin have exited the business following the takeover. Zenith has ensured their clients that business will continue ...

Chief economist update: Businesses remain unmoved by low rates

BENJAMIN ONG  |  WEDNESDAY, 11 DEC 2019
The National Australia Bank's (NAB) latest Business Survey report shows business conditions remained unchanged at a reading of +4 in November (from October) but business confidence fell to a reading of zero, negating October's two-point increase ...

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
Glen Holding's Channel Capital has signed on a new boutique that is backed by former Swisse Vitamins boss Radek Sali. The Impact Fund has three former Goldman Sachs investors at the helm and will invest in infrastructure and real estate opportunities ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
The Financial Adviser Standards and Ethics Authority is under pressure to clarify its stance on all forms of managed accounts. FASEA chief executive Stephen Glenfield confirmed he has met with the Institute of Managed Account Professionals and is considering ...

Update on FASEA code guidance on the way

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has confirmed more guidance on the contested Code of Ethics is imminent. Speaking to Financial Standard at the FPA Professionals Congress, Glenfield confirmed FASEA is ...

Chief economist update: Lower rates still fail to animate

BENJAMIN ONG  |  FRIDAY, 29 NOV 2019
Uh-oh...we might be getting in trouble now. Not only are Australian households not lifting their spending despite the drop in the official cash rate to a record low 0.75% but it's looking a lot like businesses aren't too. The Australian Bureau ...

Regulators quash remuneration rumours

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
The Code of Ethics does not seek to ban particular forms of remuneration nor does it say that any forms of remuneration are specifically a conflict, FASEA chief executive Stephen Glenfield told the FPA Congress. Appearing as part of a regulatory update ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
A group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...