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Showing 3131 - 3140 of 4897 results for "Alex"

Stockbrokers Association appoints chief executive

ALEX BURKE  |  FRIDAY, 20 MAR 2015
The Stockbrokers Association of Australia has appointed its new chief executive and managing director. Andrew Green was previously chief executive of the Australian Private Equity and Venture Capital Association. He described his new role as being to ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Dealer group Affinia Financial Advisers has unveiled The Strategic Advice Cashflow Tool, software designed for delivering "best interest"-compliant life insurance advice. Affinia's tool comprises a "needs analysis and cashflow calculator" and forms ...

FSC supports longer threshold for unclaimed life insurance

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Financial Services Council chief executive Sally Loane has applauded the Treasury's decision to extend the unclaimed life insurance threshold back to seven years. Since 2012, bank accounts and life insurance policies could be inactive for three years ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Cost is a prohibitive factor for many Australians in taking up comprehensive financial advice, but they are happy to transition from lower-priced discrete advice to a holistic service over time. This is the key finding of Investment Trends' 2014 Advice ...

NAB, ABS insider traders jailed

ALEX BURKE  |  WEDNESDAY, 18 MAR 2015
After being charged in 2014 for insider trading, money laundering and abuse of public office, two men have been sentenced to jail. Reportedly Australia's largest insider trading scheme, the two men's activities resulted in profits of roughly $7 million ...

Former Gold Coast adviser sentenced

ALEX BURKE  |  WEDNESDAY, 18 MAR 2015
A former Gold Coast financial adviser has been sentenced to 12 months' imprisonment for false and misleading statements and providing advice without a reasonable basis. Ian John Weaver, working at Enhance Capital and The Salisbury Group during the time ...

China millennials dictate future of emerging-market investment

ALEX BURKE  |  WEDNESDAY, 18 MAR 2015
The rise of affluent Chinese "millennials" is driving changes in the emerging-market investment space, according to AB. China has an estimated 300 million people born between 1980 and 2000, and this generation is distinct from those previous in that ...

CalPERS meetings open to members

ALEX DUNNIN  |  WEDNESDAY, 18 MAR 2015
Australian pension funds, both not-for-profit and retail, may pride themselves on their governance and transparency but US pension fund giant CalPERS shows how far behind they are on world's best practice. CalPERS, the A$375 billion California public ...

Not over yet for active management

ALEX DUNNIN  |  TUESDAY, 17 MAR 2015
Active management isn't dying but it needs to re-invent itself so it can compete against low cost technology operators that are fundamentally challenging its business model. "It isn't dead but the market is playing hard to get," said Olivier d'Assier ...

APAC asset managers to invest heavily in data

ALEX BURKE  |  TUESDAY, 17 MAR 2015
State Street research suggests that asset managers in the Asia-Pacific region will significantly increase their investment in data management and analytics over the next three years. Based on a survey conducted by Longitude Research, which polled 400 ...