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Showing 4281 - 4290 of 8611 results for "DIF"

Profitable firms leverage from within: Macquarie

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
High performing financial services and accounting firms leverage existing capabilities and clients instead of looking outside their businesses for profit, according to new data from Macquarie. Macquarie's Accounting and Financial Services (AFS) Benchmarking ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
Findex has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth ...

Narev points to GFC for bank dissatisfaction

JAMIE WILLIAMSON  |  WEDNESDAY, 19 OCT 2016
A historic wave of bank bashing does not simply explain the current environment according to Commonwealth Bank chief executive Ian Narev. Speaking at a lunch hosted by the Trans-Tasman Business Circle in Sydney yesterday, Narev discussed the changing ...

MLC portfolios receive Highly Recommended rating

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
The MLC Inflation Plus portfolios recently received its highest rating, a Highly Recommended from research house Zenith Investment Partners. MLC chief investment officer, Jonathan Armitage, said: "We're extremely proud to have been recognised by Zenith ...

Advisers must understand psychological differences

KERRIE SYDEE  |  WEDNESDAY, 19 OCT 2016
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. The research shows there are three regions of the brain that are anatomically different ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
AdviceIQ has appointed a consultant to the AdviceIQ and PortolioIQ boards to help lead and develop the two businesses. Paul Harding-Davis will join the companies to provide governance and management support. In addition he will also be actively working ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while ...

Cooper defends BT life insurance figures

ALEX BURKE  |  MONDAY, 17 OCT 2016
BT Financial Group chief executive Brad Cooper has defended BT's life insurance arm after it was revealed the 37% TPD denial rate highlighted in ASIC's industry review came from his company. Last week, ASIC came out with its review of life insurance ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and ...

Global investment landscape needs rethink

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
Fund manager Capital Group says the new global marketplace created by increasing media products and their distribution channels means investors need to rethink the underlying makeup of companies. Capital Group investment director Andy Budden told a ...