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Showing 161 - 170 of 442 results for "Mount"

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
Extreme market conditions are forcing most advisers to reassess client portfolios and consider alternative investment options, latest survey data reveals. About two-thirds (63%) of 200 financial advisers canvassed in Russell Investments' Australian ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

Adviser, SMSF demand driving LIC growth

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
Financial advisers and self-managed super funds are helping drive the strong demand for listed investment vehicles offering wider asset classes and a more diversified portfolio, according to a MinterEllison report. The Australian listed investment companies ...

ESG data creates barrier for Aussie instos

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
About three-quarters of Australian institutional investors are incorporating environmental, social and governance factors in investment decisions. This is a key finding in the latest global study from BNP Paribas Securities Services. In a survey of ...

New CFO for Vanguard Australia

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2017
Vanguard Australia will welcome its new chief financial officer in the coming months. Johanna Platt has been named to replace Daniel Shrimski, who relocated to the US earlier this year for the role of chief financial officer at Vanguard's US Retail ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Economic Wrap

BENJAMIN ONG  |  WEDNESDAY, 14 DEC 2016
Australia business confidence "While outcomes in the survey are not pointing to a severe slowdown in economic activity, the results have softened enough to suggest that growth remains sub-trend." (Alan Oster) This is a fair assessment from NAB's group ...

ASIC bans SA insurance broker

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
ASIC has permanently banned an insurance broker in South Australia. Christopher Griggs was the sole director of Mount Pleasant-based Chris Griggs Insurance Offices. ASIC's investigation determined Griggs had dishonestly benefited from insurance premium ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

Fed Court winds up unregistered investment scheme

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
... Estate & Resort, located at 51 Andrews Road, Bendigo, Victoria 3551 Melbourne Grove Estate, located at 1491 Dohertys Road, Mount Cottrell, Victoria 3024 Simon Wallace-Smith and Robert Woods of Deloitte have been appointed as joint liquidators of the ...