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Showing 241 - 250 of 653 results for "Kerri"

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice. The study also revealed a high proportion ...

AIST publishes Reconciliation plan

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
The Australian Institute of Superannuation Trustees (AIST) has released its 2016-17 Reconciliation Action Plan (RAP) as the industry body strengthens its commitment to reconciliation with Aboriginal and Torres Strait Islander peoples. AIST chief executive ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Life insurer TAL has upgraded its Risk Academy program, giving advisers the flexibility to complete courses on demand and has partnered with a new education provider. Charles Sturt University (CSU) will now provide accreditation of TAL Risk Academy ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

EGM forms require validation: AFA

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
The Association of Financial Advisers (AFA) must verify over 200 individual forms calling for an Extraordinary General Meeting after preliminary checking showed a number of discrepancies. AFA member, director of NOW Financial Group and member of the ...

ASIC cancels 133 SMSF auditor registrations

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
ASIC has cancelled the registration of 133 approved self-managed superannuation fund auditors who failed to lodge their annual statements. The cancellation follows a final warning issued on 28 July to 185 approved SMSF auditors which had outstanding ...

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Global asset manager AllianceBernstein (AB) has had its AB Global Equities Fund added to three investment platforms, following strong endorsement from Lonsec. Since its inclusion in the Lonsec model portfolio, the fund has been added to the BT Wrap ...

'Constant tinkering' leaves Australians uncertain: MLC

KERRIE SYDEE  |  MONDAY, 22 AUG 2016
NAB owned MLC has called on Australia's political leaders to establish clear, measurable and adequacy-based objectives for superannuation, as new research reveals only 15% of Australians think they are prepared for retirement. The survey of more than ...

Millennials face gender inequality shock

KERRIE SYDEE  |  MONDAY, 22 AUG 2016
Globally the number of females represented on financial services boards continues to grow, but a stagnancy at the executive level is disenfranchising millennials as they get to grips with a workplace stuck in its gendered past. Oliver Wyman's 2016 Women ...

Charter Hall appoints new director

KERRIE SYDEE  |  FRIDAY, 19 AUG 2016
Charter Hall Group has appointed a new independent director as part of an orderly board renewal process. Karen Moses will join Charter Hall (CHG) from 1 September 2016, following the retirement of David Deverall in February. Moses has more than 30 years' ...