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Showing 261 - 270 of 583 results for "Directed"

Advisers to bear brunt of AMP failings

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2019
... look to recalculate multiples offered as part of longstanding buy-back agreements. Financial Standard understands AMP directed compliance staff several months ago to begin looking into historic BOLR agreements, specifically targeting those advisers with ...

Fintech off to slow start in 2019: KPMG

KRISTI CHENG  |  TUESDAY, 6 AUG 2019
... verticals. In sectors like payments and lending, investors have a good sense of platforms that will be sustainable, and directed their investments accordingly. In Europe, fintech investment started strong despite ongoing concerns around Brexit. While ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
... amount of time they can dedicate to working on their business, and so we've designed the Evolve Alliance as a self-directed option for advisers who can't access our coaching support directly." Viskovic said the firm had been working on the project ...

APRA forced to overhaul culture, capabilities

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
... environment of growing complexity and emerging risks for APRA's regulated sectors." Of the total recommendations, the five directed to the Government will be implemented, he flagged. This includes ensuring APRA has sufficient powers to prevent inappropriate ...

Putting Members' Interests First Bill reintroduced

KARREN VERGARA  |  FRIDAY, 5 JUL 2019
... from providing opt-out insurance to new members aged under 25, and those with balances below $6000 unless a member has directed the super fund to do so otherwise. "This will better target default insurance cover and prevent inappropriate erosion of retirement ...

OpenMarkets launches trading platform

ELIZABETH MCARTHUR  |  MONDAY, 24 JUN 2019
OpenMarkets Australia has launched a new trading platform targeting self-directed investors and financial advisers. OpenMarkets Equix allows investors to trade ASX-listed equities, warrants and exchange-traded products including ETFs. Equix will also ...

Restructure sees wealth firm lose chief

ELIZABETH MCARTHUR  |  FRIDAY, 14 JUN 2019
... portfolio assets where there are institutional purchasers. In the update, shareholders were told the program will be directed towards repayment of notes. Evans Dixon will be searching for a new chief executive, with the role to be based in Australia. ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... the election result, reaching its highest level since pre-Global Financial Crisis highs. Core holdings for many self-directed investors and self-managed superannuation funds, the big banks made gains including Westpac adding more than 9%. Meanwhile ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
... held several senior positions at AMP Capital for more than eight years, the most recent being the head of SMSF and self-directed wealth. He also led AMP Capital's marketing efforts across institutional, financial adviser and private client segments. ...

ASIC bans adviser over super theft

ELIZABETH MCARTHUR  |  THURSDAY, 23 MAY 2019
... retirement savings - into bank accounts held in the names of another two of the 14 companies. It was also alleged he directed an employee to construct a back-dated Statement of Advice which was presented to his licensee, the now defunct AFS Group, in ...