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Showing 1801 - 1810 of 3316 results for "January 2017"

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Minister for Revenue and Financial Services, Kelly O'Dwyer has introduced legislation to mandate professional standards for financial advisers. The Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 includes compulsory education ...

Economic Wrap

BENJAMIN ONG  |  WEDNESDAY, 23 NOV 2016
US existing home sales Are American homebuyers front-running the expected increase in the fed funds rate next month? Existing home sales jumped by 2.0% to a seasonally adjusted annualised rate of 5.6 million units in October. This is the highest level ...

Bankwest appoints new MD

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
Bankwest has named a new managing director to take over in the New Year. Rowan Munchenberg will step into the top job, replacing Rob De Luca who announced his resignation in September. Munchenberg has been with the Commonwealth Bank since 2001, having ...

AIA CIO jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2016
AIA Australia's chief investment officer has joined a leading wealth management firm. Graeme Bibby will join Mutual Trust in the New Year, replacing current chief investment officer Tony Huntley. Prior to joining AIA Australia, Bibby was a senior consultant ...

Goldman Sachs M&A head makes partner

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2016
The Australian head of mergers and acquisitions for Goldman Sachs has been promoted to partner. Nick Sims was the only Australian-based employee invited to become a partner from the 84 individuals selected globally. Sims has been head of mergers and ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
Greater education and understanding of the benefits annuities can play in retirement has seen Colonial First State's FirstChoice and FirstWrap total funds under management exceed $535 million. Head of retail sales at Colonial First State Laird Abernethy ...

VicSuper highlights retirement struggles

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
More than 50% of Australians aged over 55 feel financially underprepared for retirement and 23% feel completely out of depth when thinking about retirement finances. The findings come from a study commissioned by VicSuper, also detailing that two in ...

Preqin buys solution platform

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Preqin has acquired a cloud-based private equity monitoring solutions provider. Effective immediately, Preqin has taken a controlling stake in Baxon Solutions after forming a strategic partnership in January 2015. Baxon Solutions offers clients a tailored ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Investment updates, meetings and phone calls will be the order of the day for financial advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa ...

Economic Wrap

BENJAMIN ONG  |  TUESDAY, 8 NOV 2016
Australia ANZ job ads "The rise in job ads is encouraging and points to ongoing improvement in labour market conditions. It was consistent with the moderate pace of economic growth, as well as above average business and consumer sentiment" is how ANZ's ...