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Showing 21 - 30 of 61 results for "Panelist"

Millennials getting personal with ANZ robo-adviser

ALEX BURKE | FRIDAY, 22 JUL 2016

... process and for digital services to be "platform-agnostic" - that is, accessible regardless of the device used. Another panelist, Xero solutions manager for practice tools Matthew Prouse, said that from an organisation's perspective, these ideas aren't ...

Focus on older men will kill financial planning

ALEX BURKE | FRIDAY, 22 JUL 2016

... sells superhero costumes. "The reality is you need diversity across the board, in your clients and your staff." Fellow panelist and Financial Planning Association chief executive Dante De Gori also emphasised the need for diversity, noting that currently ...

Diversity isn't going to a Chinese restaurant: PwC

ALEX BURKE | FRIDAY, 22 JUL 2016

... when you're all white Anglo-Saxon men who all went to the same schools and live in the same areas?" she asked. Fellow panelist, race discrimination commissioner Dr. Tim Soutphommasane, added: "There is still definitely an ethnic and cultural profile ...

"We were wrong about super": FSC chair

ALEX BURKE | THURSDAY, 21 JUL 2016

... a great way to invest. It's a great way to save. Investment should have been a different piece." Reflecting on fellow panelist and UniSuper chair Chris Cuffe's comments about how the superannuation system was "never meant to totally replace the Age Pension," ...

New $70bn MLC fund gives retail access to unlisted

ALEX BURKE | THURSDAY, 21 JUL 2016

... members. "Small funds can do this through outsourcing, but they need to do the proper cost-benefit analysis." Fellow panelist and HESTA chief executive Debby Blakey added: "It's extremely difficult for smaller funds to innovate in the same way a large ...

ASIC needs to focus on prevention, not cure

ALEX BURKE | THURSDAY, 21 JUL 2016

... advisers setting up new licences to "do a desk audit of six pieces of advice they've given in the last year." Another panelist and ClearView managing director Simon Swanson agreed with Helmich, saying, "Cut-price licensees can't be allowed by ASIC. They ...

CommInsure appoints independent review panel

ALEX BURKE | MONDAY, 18 APR 2016

CommInsure has appointed its independent claims review panel to address "complex claim assessment." The goal of the panel will be to address issues where CommInsure's claims committee recommends a "complex life insurance claim" be denied; in these instances ...

Infrastructure pricing reshaping investment landscape

DARREN SNYDER | FRIDAY, 1 APR 2016

... in infrastructure. Yet one of the pitfalls in this environment is the impact of dry powder on asset pricing, and each panelist at the conference session titled "The Future of Infrastructure" hinted at their concerns. Cbus executive manager investment ...

Economic experts still defensive in 2016

DARREN SNYDER | WEDNESDAY, 20 JAN 2016

A panel of economic experts has told Morningstar that financial markets may have been overreacting to volatility in the Chinese sharemarket, overplaying risks to respective economies. The discussion earlier this month also said Australia's economic ...

Investment under microscope at ASFA conference

DARREN SNYDER | WEDNESDAY, 18 NOV 2015

Superannuation funds need to look ahead of meeting benchmarks, peers and league tables and be more dynamic in achieving investment goals. This will be one of the key themes coming from the 2015 Association of Superannuation Funds of Australia (ASFA) ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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