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Showing 191 - 200 of 574 results for Kerrie Sydee

Millennials investing, just not in super

KERRIE SYDEE  |  THURSDAY, 15 SEP 2016
Younger Australians, those aged 18-29, plan to invest more than their older counterparts, according to the MLC Q2 Wealth Behaviour Survey; the problem is they're not planning to invest in their superannuation. The quarterly survey of more than 2,000 ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Elders Financial Planning has appointed a new practice manager for South Australia and Western Australia. Allan Ward will commence the role with Elders on 19 September and will be based in Adelaide, bringing with him extensive experience in financial ...

Industry must collaborate to defeat cyber threats

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
The financial services industry must collaborate with academics and governments if it wishes to have an impact on cyber threats, according to group chief information security officer at Westpac Banking Group, Richard Johnson. Addressing a panel on the ...

Cyber security not just an IT problem: ASIC

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Board members must be aware of their responsibility and duty to understand company cyber resilience, according to ASIC commissioner Cathie Armour. Speaking as part of a panel at the SINET61 Summit held in Sydney, Armour said it isn't surprising that ...

Businesses face unprecedented cyber threats: CIA

KERRIE SYDEE  |  TUESDAY, 13 SEP 2016
Australian businesses must be prepared for the unprecedented number of attacks to cyber security, according to deputy director, directorate of science and technology at the US Central Intelligence Agency, Dawn Meyerriecks. Speaking at the SINET61 Summit ...

Westoz director departs for new venture

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
A non-executive director of Westoz Investment Company has resigned to pursue a new funds management venture. Stephen Tucker resigned from the board to allow him to continue to focus on his role in developing Prodigy Investment Partners (Prodigy). Tucker ...

University launches free SMSF course

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
Charles Sturt University (CSU) has launched an online self-managed superannuation course as a growing number of Australians move to manage their own superannuation assets. Professor of finance at the School of Accounting and Finance, Adam Steen launched ...

ClearView updates LifeSolutions suite, increases premiums

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
ClearView has made a number of changes to its LifeSolutions product suite and increased income protection premiums, effective as of 21 October 2016. The changes include product upgrades, simplification of overall premium rating structure and increases ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
Queensland based Infocus Wealth Management has launched a national masterclass, which focuses on client engagement and the delivery of quality advice. The on-going masterclass titled 'Building a High Performing Advice Business' has seen more than 100 ...