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Showing 2841 - 2850 of 4839 results for "EAC"

How to win family office mandates

MARK SMITH  |  WEDNESDAY, 17 SEP 2014
Don't even think about approaching a family office for an investment mandate if you don't have market beating returns and be prepared to wait years to earn their trust, a panel of family office executives has said. Addressing an audience of fund managers ...

Anticipatory and moderate adjustments had become necessary

BENJAMIN ONG  |  WEDNESDAY, 17 SEP 2014
Li gets what Li likes. Yes Virginia, I've typed this phrase so many, many, many times -- changed from 'Wen gets what Wen wants when Wen wants it' when Li Kequiang took over China's premiership from Wen Jiabao on 13 March 2013 -- on this space before. ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
The Association of Financial Advisers (AFA) has named the finalists of the adviser of the year, practice of the year and female excellence in advice awards. Finalists for the adviser of the year award are Affinity Private's Catherine Robson, Dartnall ...

Prominent families back Future Generation philanthropic fund

MARK SMITH  |  MONDAY, 15 SEP 2014
Mining magnate Andrew "Twiggy" Forrest and high profile manufacturing dynasty, the Smorgon family, are among the initial investors in the Future Generation Investment Fund, which has officially commenced trading on the ASX. The new philanthropically-focused ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Financial advisers have asked that the minimum education standards are not set up following a 'one size fits all' approach, but instead take into account individual advisers' areas of focus. As part of the Association of Financial Advisers (AFA) Female ...

HOSTPLUS to buy $600m Woolworths properties

JAMES FERNYHOUGH  |  TUESDAY, 9 SEP 2014
Industry super fund HOSTPLUS had joined forces with Charter Hall Group to acquire a $603 million portfolio of properties from Woolworths-owned ALH Group. Woolworths described the deal, which is due to go down in October, as "one of the largest hotel ...

CBRE promotes two senior execs to head retail investments team

STAFF WRITER  |  MONDAY, 8 SEP 2014
CBRE has promoted Peter Rossi and Craig O'Donnell to jointly head the firm's Australian retail investments team. Rossi and O'Donnell each have more than 25 years' experience in the retail property sector in senior agency and institutional roles. Between ...

Ties between product and advice "archaic": FPA

ALICE URIBE  |  FRIDAY, 5 SEP 2014
The Financial Planning Association urged the Financial System Inquiry to review the definition of 'financial product advice' in the Corporations Act and said that the current regime was "detrimental to innovation." In its second submission to inquiry ...

Big four fail in cross-selling retail super funds

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
Australia's big four banks are failing to cross-sell their retail superannuation products to their existing banking customers, the latest Roy Morgan research shows. Each of the banks is capturing less than 20% of their customers' superannuation balances ...