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Showing 201 - 210 of 602 results for "IMA"

Chief economist update: Wall Street has fallen, prepare to be greedy

BENJAMIN ONG  |  THURSDAY, 11 OCT 2018
Wall Street has fallen! Repeat, Wall Street has fallen! The financial headlines made sure that you, I and Irene are spooked even before Halloween - with accompanying rationales at that. Wall Street plunges as investors seek safety - Sky News Sudden ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
A Wealth Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in ...

Aussie fund managers face machine learning challenges

KARREN VERGARA  |  TUESDAY, 25 SEP 2018
Australia's investment management firms lag behind Japan when it comes to using machine learning in investment strategies, a new Bloomberg survey shows. The poll of 450 participants comprising traders, portfolio managers, analysts and market data practitioners ...

Macquarie pledges $50m to anniversary

HARRISON WORLEY  |  MONDAY, 17 SEP 2018
Macquarie Group is making a $50 million philanthropic commitment to mark its 50th anniversary in 2019. The Australian financial services giant said the Macquarie 50th Anniversary Award would initiate or build on bold ideas to address social need. The ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
What multiple will financial advice businesses sell at five years from now, and could implementing managed accounts boost their acquisition value? That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked ...

Stale boys club lingers on: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
One in 10 women working in investment management have experienced sexual harassment in the workplace, while about half report offensive behaviour or exclusion from work events based on their gender. According to the University of Sydney, a study of ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
Financial advisers operating under a limited managed discretionary account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...