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Showing 241 - 250 of 566 results for "ProActive"

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... of OneVue. Madison's sale includes the advice group, but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's advisers look after about ...

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
For investors keen to claim their stake in local tech companies early in the wave, financial advisers have a new solution. Today the Australian stock exchange launched a new technology index, the S&P/ASX All Tech index, which in its early days will ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
Fidelity has revealed plans to roll out client personality tests to financial advisers. The international fund manager released its Value of Advice report this week, with research from CoreData, which included insights into the personality types of ...

SSGA to scrutinise ASX 100 directors

ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
From this voting season, State Street Global Advisors will take action against board members of ASX 100 companies it feels are lagging on ESG issues. SSGA chief executive Cyrus Taraporevala has written to board members to outline the manager's new approach ...

ASIC increases levy costs

ELIZA BAVIN  |  THURSDAY, 16 JAN 2020
The Australian Securities and Investment Commission has hiked the levies owed by superannuation trustees, up over 22% from what the regulator estimated in March 2019. ASIC had published the indicative levies for superannuation trustees as a minimum ...

Credit Suisse backs sustainability amid Federer furore

ALLY SELBY  |  MONDAY, 13 JAN 2020
... human rights violations or weapons manufacturers), promote (companies with good ESG credentials) and contribute (through proactive investment in third world countries). He also suggested that fossil fuels and plastics manufacturing will continue to be ...

ANZ overcharges 3.4 million customers

ALLY SELBY  |  THURSDAY, 19 DEC 2019
ANZ is the latest of the big four to be hit by the banking blues - identifying 3.4 million customers who have been overcharged as the bank swiftly makes good on recommendations from the Hayne Royal Commission. ANZ chief executive Shayne Elliot told ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included in the deal.

Mercer hires from industry fund

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... superannuation funds, it is more important than ever," Mercer Pacific's chief executive Ben Walsh said. "Sound governance, a proactive approach to risk management and strong relationships with our regulators are among our bedrocks at Mercer. "Ruby ...

Mental health costs insurers $750m per year

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
Taking a proactive approach to helping those suffering from mental illness could save insurers up to $750 million per year, according to SuperFriend. Speaking to Financial Standard, Superfriend chief executive Margo Lydon said that of the $180 billion ...