Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 341 - 350 of 574 results for Kerrie Sydee

Kardinia fund retains Zenith rating

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
For the fifth consecutive year, Zenith has awarded Kardinia Capital a 'Highly Recommended' rating for the Bennelong Kardinia Absolute Return Fund. Formed in 2011 in partnership with Bennelong Funds Management, the Bennelong Kardinia Absolute Return ...

Investment bonds back in favour: IOOF

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
What's old is new again when it comes to tax effective investing, according to IOOF investment specialist Sue Herrald who claims investment bonds are back in favour as pending legislation and tax rates play on investors' minds. While the uncertainty ...

AFSL cancelled for Sydney firm

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
ASIC has cancelled the Australian financial services licence (AFSL) of a Sydney based financial planning firm for failing to meet a number of key obligations. ASIC cancelled Etern Wisdom's AFSL on 6 June 2016 after ASIC discovered the firm had failed ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

ASIC drops Macquarie AFSL conditions

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
ASIC has removed the additional conditions placed on Macquarie Bank's Australian financial service licence (AFSL) following KPMG's review of the company. KPMG was engaged by Macquarie in April 2016 to undertake an external expert review of the effectiveness ...

New non-executive director for GBST

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Global provider of technology to the financial services industry, GBST, has appointed a new independent non-executive director. Experienced company director and chartered accountant, Deborah Page will join the board, as GBST looks to reinforce its renewal ...

JBWere and Praemium sign $1M deal

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. The deal, which has a potential annual value of approximately $1 million, will see the gradual roll out ...

ASIC changes drive GPS Wealth growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
The need to hold a limited Australian financial service licence (AFSL) or be an authorised representative of a licence-holder or licensee has seen more than 60 accounting practices join GPS Wealth in the last financial year. The 60 practices including ...

Decimal appointment strengthens compliance

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Decimal Software (Decimal) has established an advisory board, appointing its first member. Promontory Financial Group adviser Glenn Mescher will join the advisory board, bringing expertise in risk management, governance and technology. Mescher has over ...

Admin, compliance restricting business growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. The research, which included 200 financial advisers and assessed how advisers are ...