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Showing 2381 - 2390 of 4839 results for "EAC"

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
If the superannuation draft legislation released last week is passed high net-worth investors may need to consider alternatives to supplement their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager ...

ANZ blames tech and training for bank mishaps

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
ANZ chief executive Shayne Elliott has conceded the bank has not always met the standards it sets for itself or that the community rightly expects. In addressing the House of Representatives' parliamentary committee yesterday, Elliott said: "Each time ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Senior figures at the AFA have urged delegates at this year's conference to meet the challenges posed by legislation with the collaborative, can-do attitude that has always defined the association's annual meeting. AFA chief executive Brad Fox, new ...

Rimmer departs in EQT management shake-up

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
After promoting four members of its corporate trustees services team in September, Equity Trustees has made further management changes as part of its ongoing restructure. The goal of these new changes, according to EQT, is to "more clearly define management ...

Blue Sky reshuffles directors

ALEX BURKE  |  FRIDAY, 30 SEP 2016
Blue Sky has made two new appointments to its board of directors. Elaine Stead has extensive experience with Blue Sky, having joined in 2013 as head of venture capital; during that time, she launched two venture capital funds and deployed over $80 million ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
One of the top performing fund managers in Australia, Ophir Asset Management, is looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end ...

More transparency needed on fossil fuel investment

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
Financial services activist group Market Forces is imploring superannuation funds to vote against remuneration reports at the upcoming AGMs of several fossil fuel companies. The plea is based around company executives proposing to receive bonuses for ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation. In an update on its financial advice response initiative, NAB said the uplift in payments to customers ...

Federal Court approves OneVue merger arrangement

ALEX BURKE  |  TUESDAY, 27 SEP 2016
The Federal Court has made orders approving the scheme of arrangement between OneVue and Diversa. As a result, Diversa has submitted the orders to ASIC, meaning the merger scheme is now legally effective. At the close of trading today, Diversa's shares ...