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Showing 371 - 380 of 574 results for Kerrie Sydee

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Life insurer AIA Australia has unveiled a new risk-specific data feed to AdviserLogic to help financial advisers produce faster and more accurate client information for administering life insurance policies. The new data feeds aim to help reduce time ...

New resource hopes to inspire women

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Association of Financial Advisers national president and director of Integra Financial Services, Deborah Kent, has released a short video series to help encourage women in financial services. With more than 30 years' experience as a financial adviser ...

Managers must give investors more access: AMP

KERRIE SYDEE  |  TUESDAY, 21 JUN 2016
Fund managers must be more open to providing end investors with greater access to global investment products, according to AMP Capital director, Australia and New Zealand, Craig Keary. Speaking at a media briefing in Sydney, Keary said AMP Capital's ...

Ratings upgrade for VanEck, PM Capital

KERRIE SYDEE  |  TUESDAY, 21 JUN 2016
VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (IFRA) and PM Capital's Global Opportunities Fund (PGF) have been awarded updated ratings from Lonsec and Zenith, respectively. Lonsec assigned a 'Recommended Index' rating to VanEck's IFRA, citing ...

Investors looking to real estate over infrastructure

KERRIE SYDEE  |  TUESDAY, 21 JUN 2016
Asian sovereign investors have increased their allocations to real estate ahead of infrastructure as investors push to meet diversification and absolute return objectives, according to Invesco's latest Global Sovereign Asset Management Study. While ...

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Synchron has appointed a new compliance officer in a bid to set up the non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Lifeplan, a specialist business of Australian Unity Investments, has launched an online investor portal to enable investors to monitor and transact online. The launch of the investor portal follows the successful uptake of the adviser portal in November ...

AAT reduces adviser ban

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
The Administrative Appeals Tribunal (AAT) has varied a decision by ASIC to ban a financial adviser for three years. Upon reviewing ASIC's decision, the AAT decided to reduce Atish Prasad's ban from three years to 18 months. Prasad was initially banned ...

New director for Djerriwarrh Investments

KERRIE SYDEE  |  FRIDAY, 17 JUN 2016
Djerriwarrh Investments, a listed investment company specialising in Australian equities, has appointed a new director to its board. Effective 1 July, Karen Wood will join the board bringing expertise from her legal and corporate governance background. ...

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...