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Asset managers must overhaul operating model: Study

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
... investors. European respondents are more concerned about regulations governing liquidity risk, with 40% ranking it as one of their top three threats for growth. Those in North America (43%) said the amount of regulatory attention placed on investment ...

Wealth and investment leads Aussie fintech

EMMA RAPAPORT  |  WEDNESDAY, 28 JUN 2017
... one in every three (33%) digitally active consumers now using fintech. EY fintech spokesman Rowan Macdonald says Australia's top five ranking represents a significant increase in local levels of FinTech adoption over just the last 18 months. "In our ...

The 2016 Census as a guide

BENJAMIN ONG  |  TUESDAY, 27 JUN 2017
... increased since 2011 (from 6% to 8.3%, and 5.6% to 7.4% respectively). "The Philippines has swapped places with Italy in the top 10 list, moving from number eight to number six." "Malaysia now appears in the top 10 countries of birth (replacing Scotland) ...

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based ...

Personal security concerns reach new high: Unisys

EMMA RAPAPORT  |  THURSDAY, 22 JUN 2017
... countries are starting to feel vulnerable - especially as we move to an increasingly interconnected global digital economy." The top two areas of security concern for Australians are: Identity theft: 58% of Australians are extremely or very concerned ...

Macquarie team joins Shaw and Partners

ALEX BURKE  |  THURSDAY, 22 JUN 2017
... explained: "Shaw and Partners had built its Adelaide office from a standing start just two years ago and it is now one of the top offices in Adelaide. "The trajectory for the new Canberra operation will mirror that of the success of the Adelaide offi ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... super fund investors in regards to Australian equities diversification, given that most SMSFs have a heavy bias towards the top 12 ASX stocks. While 80% of the fund's returns come from ASX 100 stocks, Carleton said "average net exposure to the top twelve ...

Central Banks fail to disappoint

BENJAMIN ONG  |  MONDAY, 19 JUN 2017
... the core inflation rate has progressively come down from a five-month high of 2.3% in January this year to 1.7% in May. On top of these, the "upside risks" to the Fed's forecasts, i.e. the promised Trumpflation - tax cuts and fiscal spending - remain ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... of respondents saying they want their adviser to also advise younger family members. The survey found the issue of taxes is top of mind for investors. Four in ten investors said they need professional help in managing the taxes associated with their ...

Not too late to maximise super

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2017
With legislative changes only a few weeks away, advisers should be on top of boosting clients' super balances, according to a superannuation expert. Perpetual Private head of strategic advice Colin Lewis told Financial Standard one of the most critical ...