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Showing 2791 - 2800 of 12434 results for "General"

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... actually isn't an answer, and only more pain, confusion and uncertainty," Marshan said. Association of Financial Advisers general manager, policy and professionalism Phil Anderson said many advisers have raised concerns regarding the impact of the code ...

Sydney boutique partners with Pan Tribal

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
... started Pan Tribal Asset Management with his brother in 2014 after working in a variety of roles including as MLC's general manager for sales, UBS Global Asset Management's ANZ chief executive and later, as its head of third party distribution ...

Netwealth to tap growing HNW demand

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
Netwealth is looking to take advantage of growing demand among high net-worth and private wealth investors for sophisticated platform offerings, with plans afoot for the launch of a premium product within months. The $28 billion platform is set to launch ...

More staff embroiled in Macquarie investigation

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
German authorities have expanded their investigation into a 2011 lending transaction, doubling the number of Macquarie staff considered suspects since late 2018. In an update to the ASX on Thursday evening, Macquarie said it was cooperating with an ...

Beware the retirement trap

ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
New analysis from BetaShares superannuation and the age pension can have undesirable outcomes for some retirees, forcing them to ensure they have at least $600,000 squirrelled away ahead of retirement. BetaShares senior investment specialist Roger Cohen's ...

Chief economist update: Strength in jobs downs RBA rate cut expectations

BENJAMIN ONG  |  FRIDAY, 24 JAN 2020
... employment estimates makes for good monthly betting but its volatility doesn't provide a good picture of employment's general direction. The trend estimates offer a better picture. The chart shows that while employment growth is not as strong ...

The growing risk to financial advisers

ALLY SELBY  |  THURSDAY, 23 JAN 2020
... the advice industry, with many industry funds already providing advice to members. "The focus of this advice would be general and would be very one-dimensional, centering on the superannuation side of a person's wealth," he said. "Industry super ...

Super fund adds first operations lead

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2020
... superannuation fund has resigned, taking on a newly created executive role at a much smaller industry fund. UniSuper's general manager, operations Steven Leach departed the fund this month after almost a decade of service. In the interim, he is being ...

The ingredients of a successful fund manager

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
New research from Zenith has found that fund managers with bigger investment teams and specialist coverage responsibilities tend to outperform their peers but opening multiple offices around the world will not give you a performance edge. Zenith compared ...

Viridian opens new offices

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
... consumer banking apps. "Another huge gap is in financial literacy. If we could develop something where people - more the general community, not even the financial planning community - could go to watch videos and get education on financial topics, that ...