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Showing 411 - 420 of 566 results for "ProActive"

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship. The FS Smileys Scholarship, proudly supported by Financial Standard's scholarship partner ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... Fortnum in 2010, Charlton was coaching program manager at leading Australian and New Zealand training organisation, Proactive Accountants Network. "With the removal of the accountants' exemption on July 1, 2016, many organisations have launched a licensing ...

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
... for replacement to van Eyk to advise on SMA portfolios they run on the HUB24 platform. "We felt InvestSense provided a proactive approach to asset allocation with fresh thinking about portfolio allocation. Most importantly, we sought a partner to build ...

ASIC to crack down on big four, AMP and Macquarie

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... regulator's objectives for the coming year, outlined in its Strategic Outlook for 2014/2015. ASIC said it will conduct "proactive risk-based surveillance, concentrating on compliance in large financial institutions, and advice and dealing activities." ...

BlackRock opens global fixed income fund to local investors

MARK SMITH  |  TUESDAY, 30 SEP 2014
... Miller said. "In the current environment, fixed income investors cannot afford to set and forget. They now need to be proactive about managing diversification risk, credit risk and geographic risk," Mr Miller says. According to BlackRock, a modeled return ...

HESTA CEO calls for carbon pricing

JAMES FERNYHOUGH  |  THURSDAY, 25 SEP 2014
HESTA chief executive Anne-Marie Corboy has called on governments to introduce carbon pricing in an effort to push more money into low-carbon investments. Speaking at the United Nations Climate Summit in New York yesterday, Corboy said HESTA was willing ...

Ray White to launch financial advice dealership

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
Real estate business Ray White has confirmed it is moving into financial advice with the launch of planning dealership Wealth Market. Describing the business as "a financial planning dealership that aims to change the way financial advice isA perceived ...

Penalties for fund managers too lenient

MARK SMITH  |  WEDNESDAY, 10 SEP 2014
... this is an area in which Australia should take leadership. The report recommends policy options designed to take a more proactive approach to the identification of fraud. These include harsher penalties for perpetrators of fraud, improved disclosure ...

Resources needed for outcomes, regulators warn Treasury

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... consequence of the cuts implemented by Treasury through the 2014 Budget. The regulator said that it will continue to focus "proactive risk-based surveillance on areas of high risk to investors and financial consumers." "We will focus on financial advisers ...

SFGA shareholders approve IOOF acquisition proposal

ALICE URIBE  |  MONDAY, 4 AUG 2014
SFG Australia (SFGA) shareholders have voted in favour of IOOF's Scheme of Arrangement to acquire 100% of ordinary shares in SFGA. SFGA will now seek orders from the Federal Court of Australia for the approval of the Scheme at the second court hearing ...