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Showing 201 - 210 of 574 results for Kerrie Sydee

Climate risk underappreciated: BlackRock

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
All investors should incorporate climate change awareness into their portfolios, according to the BlackRock Investment Institute (BII), who believes climate factors have been underappreciated and underpriced. In a new Global Insights Report titled "Adapting ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off. Headlining the conference is former Prime Minister John Howard, who will outline his vision for ...

Thomson Reuters partners for SMSF solution

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
Thomson Reuters Cleardocs, a leading supplier of legal and SMSF documents, has partnered with an SMSF administration software provider. The partnership with BGL Corporate Solutions will streamline the SMSF establishment and administration process for ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett. Carrying the benefits of transparency, control of tax and reduction in costs ...

Growth in super and investment FUMA stagnant

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
Funds under management and advice (FUMA) held in retail and wholesale managed funds increased by 0.2% to $1.117 trillion over the 12 months to June 2016, with retirement income the only segment experiencing strong growth. The DEXX&R Market Share Report ...

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
Australia's largest non-institutional platform, Netwealth, has entered an exclusive platform arrangement with a global fintech firm. Through the arrangement TipRanks will provide research on all major shares listed on US markets, to assist advisers ...

Morgan Stanley pays $123,750 penalty

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
Morgan Stanley Australia has paid a penalty of $123,750 to comply with an infringement notice handed down by the Markets Disciplinary Panel (MDP). The MDP said it had "reasonable grounds" to believe that Morgan Stanley had contravened subsection 798H(1) ...

Hedge fund, PE allocations drive super fees: study

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
Higher allocation to riskier and less liquid asset classes is driving higher superannuation fees, according to a new study from the Centre for International Finance and Regulation (CIFR). The CIFR funded study analysed the factors influencing superannuation ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
New figures from education provider Kaplan Professional suggest a greater number of people are embracing financial advice as a career. Data from the end of August showed there was close to a 30% increase in financial services enrolments compared to ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...