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Showing 211 - 220 of 487 results for "Graham"

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... study of minds, customs and behaviour with respect to money," according to PortfolioConstruction Forum managing partner Graham Rich - will enable financial advice to remain a sustainable industry. "Robo-advice can't beat you. It can only beat you on ...

Netwealth launches first private label MA

STAFF WRITER  |  WEDNESDAY, 29 JUL 2015
Netwealth will provide GPS Wealth advisers and clients with access to its private label managed account service. GPS Wealth advisers are now able to access nine models, which collectively make up the care investment program. "Our group continues to ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
... executive Brad Fox, AFA national president Deborah Kent, Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Nominations opened in June; at the time ...

Franking credits matter, academics say

LAURA MILLAN  |  TUESDAY, 9 JUN 2015
... deployment of capital," the paper continued. University of Sydney senior lecturer Andrew Ainsworth, chair of finance discipline Graham Partington and CIFR research director Geoff Warren authored the research, which argued that "focusing on how imputation ...

HUB24 and GPS Wealth launch managed accounts platform

MARK SMITH  |  TUESDAY, 19 MAY 2015
HUB24 and independent licensee GPS Wealth have launched a new white label managed accounts platform. The platform, branded CAREportfolio, spans super, pension and investments, and provides a complete managed account and wrap offering for all its member ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... AFA national president Deborah Kent, as well as the Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Advisers are able to nominate themselves or ...

Link Group moves up in Melbourne

DARREN SNYDER  |  FRIDAY, 8 MAY 2015
... platform, aaspire, over the next two years. To lead the project, Link Group appointed former chief executive of IQ Group, Graham Sammells, as head of integration. Sammells will be responsible for overseeing fund transitions, as well as other aspects ...

Advice industry faces insurance quandary

ALEX BURKE  |  MONDAY, 4 MAY 2015
... "introduce an element of regulatory moral hazard by reducing incentive for stringent regulation." ANZ deputy chief executive Graham Hodges, meanwhile, argued that large institutions shouldn't have to fund the insurance scheme because they had sufficient ...

Industry should help fund ASIC: ANZ

LAURA MILLAN  |  TUESDAY, 21 APR 2015
... Securities and Investments Commission (ASIC) so it can "fully police industry behaviour." ANZ deputy chief executive officer Graham Hodges told a Senate Economics Committee hearing within the Scrutiny of Financial Advice inquiry that "the industry must ...

Big end of town to face Senate over bad advice

LAURA MILLAN  |  FRIDAY, 17 APR 2015
... Moore and head of banking and financial services Greg Ward. They will be followed by ANZ deputy chief executive officer Graham Hodges and chief executive officer of global wealth Joyce Phillips. National Australia Bank (NAB) chief executive Andrew Thorburn ...