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Showing 4451 - 4460 of 10553 results for "BEI"

Global wealth manager champions embattled digital currencies

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
One of the world's largest independent wealth management firms will introduce a cryptocurrency app, despite recent price slumps and having labelled it "a major gamble". deVere Group announced the launch of deVere Crypto which will allow users to store ...

SMSF members want overseas restrictions lifted

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
Australians temporarily living overseas are compelled to switch their self-managed superannuation to an APRA-regulated fund and this becomes a costly and cumbersome exercise. The SMSF Association is calling on the Federal Government to lift these restrictions. ...

Offshore investment vehicles await passport arrival

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
The Federal Government is close to re-drafting legislation to allow offshore investment vehicles to operate in and from Australia as early as June, Revenue and Financial Services Minister Kelly O'Dwyer says. The long-awaited Asia Region Funds Passport ...

Citigroup takes action on pay inequality

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
Citigroup will be the first US bank to begin disclosing wage data and adjusting employee salaries as part of a company-wide strategy to close the pay gap for women and minorities. The organisation confirmed it is taking steps to disclose gender and ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
An increased appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Recognising the barriers to gender equality in the financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models. State Street Global Advisors' SPDR ...

Siri and Alexa: The future of banking?

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Using artificial intelligence to do all your personal and business banking from the comfort of your own home may be closer than you realise, NAB predicts. NAB executive general manager, digital and innovation Jonathan Davey said the proliferation of ...

ASIC successfully files injunction against Melbourne advice provider

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
A Melbourne financial services firm is prohibited from operating while proceedings brought by ASIC continue in the Federal Court. ASIC commenced proceedings against Financial Circle Pty Ltd in December 2017, alleging the business was offering loans ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
Six months after the superannuation changes were put in place, self-managed superannuation fund members (SMSF) are still struggling with the complexities of the reforms, the head of the SMSF Association says. Chief executive John Maroney said SMSF members ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a ...