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Showing 331 - 340 of 574 results for Kerrie Sydee

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

ClearView appoints three new BDMs

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
ClearView Wealth has appointed three new business development managers (BDMs), as the group positions itself for further growth. James Blanton has been appointed BDM NSW/ACT, Nick Dowling BDM VIC/TAS and Richard Monroe BDM QLD. Blanton joins ClearView ...

S&P outlook downgrade extends to banks

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Standard and Poor's (S&P) revised Australian sovereign rating outlook from 'stable' to 'negative' has also been extended to the Australian major banks. The outlook downgrade is the first move of any of the major ratings agencies over the past 25 years ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Infocus Wealth Management (Infocus) has entered the robo-advice market, launching direct-to-consumer financial advice tool, earnie.com.au. The launch of earnie.com.au allows Infocus to access the growing direct to consumer advice market, and is intended ...

Zenith awards Bennelong fund highest rating

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
The Bennelong Twenty20 Australian Equities Fund has been awarded a 'Highly Recommended' rating by Zenith. The fund which has only been in operation since December 2015 also has a 'Recommended' rating from Lonsec and is available on a number of platforms ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
Automated investment adviser and fund manager, Stockspot, has reduced fees for all clients and eliminated the annual advice fee for investment portfolios under $50,000. Stockpot founder and chief executive, Chris Brycki, said the decision to reduce ...

Longevity driving interest in risk pooled products

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
A combination of longer life expectancy and poor returns from volatile markets is driving more investors to reassess their retirement and life insurance products, according to Milliman. Milliman, a global provider of actuarial products and services ...

BNP launches ESG analytics tool

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
BNP Paribas has launched ESG Risk Analytics to enable clients to integrate environmental, social and corporate governance factors more easily into their investment decision making process. BNP's ESG Risk Analytics aims to provide a detailed breakdown ...

AB fund awarded recommended rating

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
Global asset manager AllianceBernstein's AB Managed Volatility Equities Fund has been awarded a 'Recommended' rating from Zenith. The fund mainly invests in shares listed on the ASX and is designed for equity investors seeking lower volatility, reduced ...

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
A former financial adviser and accountant has been charged with multiple counts of fraud involving approximately $800,000. Satvir Birk, of Reedy Creek, appeared in Southport Magistrates Court charged with five counts of fraud, carrying a maximum penalty ...