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Showing 21 - 30 of 53 results for "Bate"

Fidelity adds US equities exposure

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
Fidelity is eschewing technology-heavy growth areas of the market for value stocks as it increases exposure to US equities in its multi-asset strategies. Fidelity's multi-asset chief investment officer James Bateman said US value stocks are looking ...

What the RC can teach us about trust: Deloitte

DARREN SNYDER  |  MONDAY, 29 OCT 2018
One of the big four accounting and professional services firms is seizing the financial services Royal Commission as an opportunity to better understand how trust works in Australian banks. Launching its first trust index for Australia's banking ...

Senior insto sales manager at Schroders retires

ALEX BURKE  |  FRIDAY, 8 JUN 2018
Schroders' senior institutional sales manager is retiring from the industry after more than a decade with the firm. Mark Bourgeois joined Schroders in 2007. Before that, he was vice president of institutional sales and investment services at Merrill ...

Default options safeguard retirement savings: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
A University of New South Wales research initiative believes default superannuation and retirement options could prove beneficial in combating poor financial decision-making brought about by cognitive decline. Fresh insights from the ARC Centre for ...

FIIG Securities head of intermediaries departs

ALEX BURKE  |  TUESDAY, 23 JAN 2018
The head of intermediaries at FIIG Securities has left the company after 10 years. Simon Michell joined FIIG in 2007 as a senior dealer. After that, he took on the role of associate director, followed by director - fixed income sales and national manager ...

Former TCorp executives join FIIG

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
A former long-standing chief executive and a past chief financial officer of TCorp have joined the board of FIIG Securities. The fixed income expert has appointed two new non-executive directors in Stephen Knight and Christine Feldmanis. Knight, who ...

FIIG appoints acting managing director

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
Fixed income broker FIIG Securities appointed founding director Jim Stening to acting managing director, pending the appointment of a new chief executive. Stening's appointment follows a decision by current managing director and chief executive Mark ...

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice. The study also revealed a high proportion ...

Link Group moves up in Melbourne

DARREN SNYDER  |  FRIDAY, 8 MAY 2015
Superannuation administration and data analytics company Link Group is moving its Melbourne base across to a custom-designed, 10-floor office space at 727 Collins Street, Docklands. After investing more than $300 million in technology and doubling its ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own. The big four banks and AMP have collectively seen ...