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Showing 4221 - 4230 of 9819 results for "Advisers"

Channel Capital appoints distribution director from Janus Henderson

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... growth and demand from the intermediary space for investment strategies that are differentiated, and meet the needs of advisers in this ever changing investment landscape." "As we grow our business and boutique investment manager stable, it's crucial ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Life insurer TAL has added a suite of new courses to its learning hub in an effort to help advisers meet new legislative and educational requirements. TAL Risk Academy added 16 new courses covering superannuation and insurance advice, financial underwriting ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief executive Paul Tynan, saying older financial ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A $30 billion public sector fund manager appointed JANA Investment Advisers as its new asset consultant in 2018, replacing Willis Towers Watson. Following a strategic review and comprehensive tender process in the second half of 2017, Funds SA selected ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Financial advisers looking to pursue tertiary qualifications in preparation for incoming education and professionalism reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees ...

2017 AGMs less tumultuous: ASIC

KARREN VERGARA  |  TUESDAY, 30 JAN 2018
... awards accordingly, and retains and motivates executives for the right reasons, Halliday said. ASIC also observed proxy advisers continued to actively scrutinise governance practices, drawing in significant media and corporate commentary. Sentiment around ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment Management ...

ASIC's interpretation of best interest duty falls short: FSC

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... alone" as the deciding factor in whether or not advice was compliant, rather than consulting with individual clients or advisers. "It is the FSC's view that, before drawing definitive conclusions about the appropriateness of advice, the client and the ...

ASIC ramps up surveillance and remediation after adviser conflict report

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... recommended by each adviser by collecting data, which will assist in monitoring and supervising conduct, and determine which advisers might need frequent auditing. They should, for instance, assess why advisers are recommending a large proportion of ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... Australia's wealth management operations. Former head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, established Crestone Wealth Management. At the time, Geoff Stansen, Gary MacKenzie, Andrew Lees, Leigh Birtles and ...