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Showing 4171 - 4180 of 10553 results for "BEI"

HESTA boss wins FEAL award

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
HESTA chief executive Debby Blakey has been recognised as the 2018 Fund Executive of the Year at the Fund Executive Association Limited (FEAL) awards held this week in Sydney. Blakey was recognised for leading a program of change at the $46 billion ...

FASEA clarifies foreign degrees mistake

JAMIE WILLIAMSON  |  FRIDAY, 3 AUG 2018
The Financial Adviser Standards and Ethics Authority issued a clarification as to which body will assess foreign qualifications under the new professional standards. In releasing its initial guidance on foreign qualifications last week, FASEA advised ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

Existing but unregistered advisers at risk

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
Existing financial advisers that don't appear on ASIC's Financial Adviser Register will be forced to complete the new exam by 1 January 2019 if they don't register soon. In new guidance issued by the regulator, only those advisers listed on ASIC's FAR ...

Mis-selling super a win for consumers

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
An advocacy body for superannuation fund members established in 2013 will finally become fully operational thanks to $2.5 million in penalties paid by CBA and ANZ for the mis-selling of super products. The Superannuation Consumers' Centre will receive ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
A financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with ...

Chief economist update: The grass is paler on the China side

BENJAMIN ONG  |  THURSDAY, 2 AUG 2018
Just as expected, the Fed's 31 July-1 August meeting was a non-event - keeping the fed funds rate unchanged at 1.75%-20% - but it did give the US central bank a platform to gloat about the US economy. "Information received since the Federal Open ...

ARCO takes a net short on Australian financials

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
ARCO fund manager George Colman says the absolute return fund has taken a "modest" net short position on Australian financials, as he sees regulatory developments compounding the spike in wholesale funding costs and credit cycle risks. Regional banks ...

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Satisfaction with self-managed superannuation funds dropped in the last 12 months, particularly for those with a balance of less than $250,000. Latest insights from Roy Morgan show that while satisfaction with the financial performance of SMSFs is down ...

Poor tech derails financial services marketing: Study

MICHELLE BALTAZAR  |  MONDAY, 30 JUL 2018
Inefficient marketing technology poses more roadblocks for financial services marketers than competitor products or management buy-in, a new study shows. Yell Creative found 32% of the marketers they surveyed in their annual 'Australian Finance ...