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Showing 21 - 30 of 653 results for "Kerri"

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there ...

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
The Commonwealth Bank of Australia has partnered with a specialist software company in the hopes of driving adviser innovation and better collaboration in agribusiness. The partnership with Figured will see 100 CBA agribusiness clients trial Figured's ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice. Business strategy consultant at AdviceIQ, Paul Harding-Davis, said the ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Asset managers looking to win business in an increasingly outsourced world must consider becoming multi-asset specialists, according to new research from Cerulli Associates. The Cerulli Edge - Global Edition found that a shift in focus to selling multi-asset ...

ANZ appoints sustainable head

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
A crucial member to the development of ANZ's green bond capabilities has been promoted as head of the bank's sustainable finance solutions team. ANZ has appointed Katherine Tapley as head of sustainable finance solutions, loans and specialised finance. ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ...

Concentrated funds outperform diversified

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
International equities funds with a concentrated approach have outperformed their diversified counterparts, according to Zenith Investment Partners' latest international shares sector review. The review found that 70% of concentrated funds, or funds ...

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
Western Australia and South Australia are set to rival the eastern states when it comes to growth and innovation in the financial services industry, according to Winston Capital. The funds management distribution firm is opening a new office in Perth ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians. A new university study led by researchers ...