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Showing 1891 - 1900 of 3273 results for "Associate"

Invesco grows sales team

ALEX BURKE  |  THURSDAY, 2 APR 2015
... Management national account manager Scott Thomas has become national key account manager; and Victoria Warden is now sales associate, having come from a prior role at Austrade. "We're pleased to have recruited three high calibre people to the business ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
The recommended restrictions and levelling of commission levels and upfront payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission. The submission suggested that ...

Bloomberg launches financial data management tool

STAFF WRITER  |  THURSDAY, 26 MAR 2015
Bloomberg PolarLake has expanded its enterprise data management business to financial services companies and corporates in Asia and Australia. The company's expansion follows the establishment of an office in Singapore to meet the sector's growing needs ...

Australia's coming $32bn SIB sector

ALEX DUNNIN  |  THURSDAY, 12 MAR 2015
When Patrick McClure AO released his report into the review of Australia's $150 billion welfare system in February, one important aspect that seems to have escaped the gaze of commentators was its advocacy of social impact bonds (SIB). SIBs, also sometimes ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Australia minted nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective ...

Super funds blend ETFs into investment strategies

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
Superannuation funds have started to use exchange traded funds (ETFs) for cash equitisation or to enter new markets. "Over the last 18 to 24 months we have seen more institutional investors tap the ETF market, as we see more product proliferation on ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Punitive excess contributions tax removed

MARK SMITH  |  MONDAY, 9 MAR 2015
The bill to remove the punitive tax rates on excess non-concessional contributions made to superannuation funds has passed through the Senate. Assistant Treasurer Josh Frydenberg has said the Tax and Superannuation Laws Amendment (2014 Measures No.7) ...

Asian institutions not using asset consultants

ALEX BURKE  |  FRIDAY, 6 MAR 2015
Asian institutional investors aren't making as much use of asset consultants as their US and European peers, according to research by Cerulli Associates. Cerulli's Asian Business Strategies: Making the Breakthrough report explains that where asset consultants ...

ECT reforms pass Senate

STAFF WRITER  |  THURSDAY, 5 MAR 2015
The Parliament has passed the latest amendments to the superannuation excess contribution tax (ECT), implementing the final piece of legislation to reform the unpopular tax, says Taxpayers Australia Limited. "The rationale for ECT made sense at the ...