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Showing 291 - 300 of 653 results for "Kerri"

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
Investment advice, research and financial services provider, Wilson HTM has rebranded to Wilsons, effective immediately - the name change includes a redesigned brand, website and client portal. The rebrand follows the organisational restructure of Wilsons ...

Greater financial literacy key to improved adviser reputation

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
A higher level of financial literacy among consumers is key to improving the reputation of financial advisers, according to new research from Zurich Financial Services Australia. A survey of 227 advisers active in the life advice industry conducted ...

AQR fund receives Lonsec upgrade

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
AQR Australia's AQR Wholesale DELTA fund has been upgraded by Lonsec to Highly Recommended. The Australian domiciled unit trust provides diversified, cost-effective exposure to the core return drivers of classic hedge fund strategies with low correlation ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ...

UniSuper develops personalised retirement benchmark

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
UniSuper has developed a custom retirement adequacy index to gain a better understanding of how members are tracking towards their retirement goals. While superannuation funds have traditionally relied on the ASFA retirement standard to benchmark how ...

Rate cut would do little to help economy: WAM

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
With inflation at a 17 year low markets are pricing in a rate cut at next week's RBA meeting, although, according to head of investment management Australia at Western Asset Management, Anthony Kirkham, a rate cut might not be the right answer. With ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution ...

Unlicensed product adviser receives four year ban

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
ASIC has banned a New South Wales man from providing financial services for four years after it was found he had unlawfully carried on an unlicensed financial services business. Ronald Cross, chief executive and director of Park Trent Properties Group ...

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
ASIC has permanently banned one adviser and handed temporary bans to two others, one of which was formerly employed by Australian and New Zealand Banking Group (ANZ). Craig Miller, formerly of Malanda in North Queensland, was employed by ANZ as a financial ...

Calastone expands NZ presence

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
Global fund transaction network Calastone has firmed its footing in New Zealand with the signing of New Zealand investment platform Aegis. Since going live in New Zealand in May, Calastone has signed two major platforms, Aegis and FNZ. They have also ...