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Showing 2841 - 2850 of 4897 results for "Alex"

FEATURE: Alternatives - Taking the plunge

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... an uncertain equities landscape and an appetite for diversification are driving institutions towards alternative assets. Alex Burke investigates whether this is the right idea. When Perpetual acting general manager for regulated fiduciary services Rupert ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ...

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

Government to review ASIC

ALEX BURKE  |  FRIDAY, 24 JUL 2015
The Government has announced it will commission a capability review of ASIC. The goal of the review is to, in Assistant Treasurer Josh Frydenberg's words, "ensure that ASIC has the appropriate governance, capabilities and systems to meet [its] objectives ...

Fiducian appoints former Media Super chief

ALEX BURKE  |  FRIDAY, 24 JUL 2015
Fiducian has appointed a new head of superannuation. Ross Martin was previously Media Super's chief executive from 2003 to 2012. During that period, Media Super funds under management grew from $600 million to over $3 billion. In addition to his new ...

NAB refunds $25m to Navigator Wrap customers

ALEX BURKE  |  FRIDAY, 24 JUL 2015
NAB will refund roughly $25 million to 62,000 customers on its Navigator Wrap platform following an independent review. The review investigated errors associated with income and tax allocations on account closure from September 2001 to April 2015. These ...

Australians making more money from investing than working

ALEX DUNNIN  |  FRIDAY, 24 JUL 2015
Median Sydney house prices reaching $1 million combined with another strong year from super funds highlights how, for many Australians, their investments make more money than they do. Newspapers in Sydney this week featured stories about how the median ...

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
Managed funds discount broker InvestSMART has launched a free direct-to-consumer "robo-advice" tool. The tool allows consumers to input their existing assets (if any), answer questions on desired outcomes and time horizons and then compare available ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
The Monetary Authority of Singapore (MAS) has implemented key risk/life insurance advice reforms that were inspired by similar policies in Australia, the Netherlands and the UK. Minister for Culture, Community and Youth Lawrence Wong said these countries' ...

J.P. Morgan appoints custody country head

ALEX BURKE  |  THURSDAY, 23 JUL 2015
J.P. Morgan has appointed a new head of custody and fund services for Australia and New Zealand. Nadia Schiavon was previously head of J.P. Morgan's treasury services division; she will now report to head of Asia Pacific custody and fund services Colin ...