Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 201 - 210 of 509 results for "IPA"

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
In the first of a two-part special report on the sector, Mark Smith explores why after a series of false starts, industry experts are saying now is the time for managed accounts to live up to their billing as the next big thing in client portfolio management. ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Born in Queensland and raised in Fiji, the United States and Perth, Steve Davis was a professional basketball player. But the financial services industry drew his interest and became his passion, he tells Laura Millan. Today, Davis is chief executive ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 11 AUG 2014
In the latest edition of Financial Standard we look at the managed accounts in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital ...

Digital advice to jumpstart $5.6 trillion land grab

MICHELLE BALTAZAR  |  MONDAY, 11 AUG 2014
The next big wave of advice will come from a business model that is gaining traction overseas, but is yet to be fully embraced in Australia. For the early adopters, it could be the foundation of a sustainable and exciting growth for their practices. ...

FEATURE: Guiding the way to aged care

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
The new aged care reforms have brought in revised rules and more complex scenarios. Against this backdrop advisers will become even more necessary, particularly as more Australians consider their and their families' aged care needs, Laura Millan writes. ...

PROFILE: Sunsuper chief executive Scott Hartley

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
In January, former NAB executive Scott Hartley leapt across the chasm that separates the retail and industry sides of superannuation, becoming chief executive of Sunsuper. Six months in, he reflects on the differences- or lack thereof - of the two sides. ...

Passive FUM reaches all-time high

MARK SMITH  |  MONDAY, 28 JUL 2014
Funds allocated to index strategies grew 28% in the 12 months to end of March 2014, taking the total proportion of the funds management market it represents to a record high of 19%, new data from Rainmaker Information reveals. The rise is the fastest ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
In the latest edition of Financial Standard we look at some of the new aged care reforms and consider the opportunities for advisers in this space. We also profile the new Sunsuper chief executive Scott Hartley and look at the record breaking amount ...

PROFILE: Head of Australian operations at Western Asset Management Anthony Kirkham

ALICE URIBE  |  MONDAY, 21 JUL 2014
Anthony Kirkham, the country head of fixedA income giant Western Asset Management, found his calling at a young age. Alice Uribe finds out how he steers a ship that quadrupled its funds under management to $20 billion despite challenging times. Anthony ...

FEATURE: The metamorphosis of custody

JAMES FERNYHOUGH  |  FRIDAY, 18 JUL 2014
Spurred on by intense competition and increasingly exacting clients, custodians are transforming themselves into much more than just custodians. James Fernyhough takes a look at some of the new services they are offering. On the surface, custody looks ...