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Showing 351 - 360 of 734 results for "COIN"

Skaffold targets SMSF with latest hire

STAFF WRITER  |  FRIDAY, 15 AUG 2014
Independent stock research company Skaffold looks to expand further into the SMSF administrator markets with its latest hire. Trevor Clisby, who was most recently general manager at Green Light Super Services, has been appointed head of wholesale markets. ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Born in Queensland and raised in Fiji, the United States and Perth, Steve Davis was a professional basketball player. But the financial services industry drew his interest and became his passion, he tells Laura Millan. Today, Davis is chief executive ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to ...

Passive FUM reaches all-time high

MARK SMITH  |  MONDAY, 28 JUL 2014
Funds allocated to index strategies grew 28% in the 12 months to end of March 2014, taking the total proportion of the funds management market it represents to a record high of 19%, new data from Rainmaker Information reveals. The rise is the fastest ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... on the balances and transactions of major fund managers to dealer groups and financial planning software providers such as COIN, XPLAN or Midwinter.

Global body calls for Asia Funds Passport rethink

MARK SMITH  |  MONDAY, 14 JUL 2014
The Asia Funds Passport initiative has received public support from ICI Global but the global investment industry body said the model needed to be rethought to improve its chances of long-term success. ICI Global, the international arm of US body the ...

Australian students get top marks for financial literacy

HARRY PAGE  |  THURSDAY, 10 JUL 2014
Australian students were amongst the top performers in the OECD's Programme for International Student Assessment (PISA) 2012 Financial Literacy assessment, which is the first international study of students' financial literacy. The study assessed the ...

Macquarie rebukes advice, compliance concerns

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Macquarie has issued its first public statement since a Senate Economics Committee report flagged "systemic failings of compliance" within its advice business two weeks ago. The group said that it has been working with the Australian Securities and ...

Whitehelm Capital appoints chief executive

MARK SMITH  |  TUESDAY, 1 JUL 2014
Whitehelm Capital has appointed Gary Withers from UK fund manager First State Investments as its chief executive officer. The appointment coincides with the merger of Challenger Limited's infrastructure division with Access Capital and the formal commencement ...

EQT appoints Equipsuper CFO to head new division

LAURA MILLAN  |  THURSDAY, 12 JUN 2014
Equipsuper's former chief financial officer will head Equity Trustees' (EQT) new superannuation trustee office. In his new role, John Rodd will report to EQT head of private wealth services Geoffory Rimmer. Rodd has over 30 years' experience in financial ...