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Showing 4601 - 4610 of 10705 results for "May 2012"

Labor, FSU call for Royal Commission

KARREN VERGARA  |  TUESDAY, 29 AUG 2017
APRA's inquiry into the Commonwealth Bank reinforces an urgent need for a banking Royal Commission, according to Labor and the Finance Sector Union of Australia. If there are doubts about the need for a Royal Commission a year ago, there can be no doubts ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
AZ Next Generation Advisory completed its 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise ...

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
Three years of global research on fintechs has delivered an optimistic assessment about their disruptive and transformative role in financial services. The research culminated in an 197-page report released by the World Economic Forum and Deloitte ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone, invested in Australian ...

Executives must think beyond the technical

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
Transitioning from a technical to a leadership role is challenging for financial services executives who overlook the broader soft skills to be effective leaders. CommInsure chief financial officer and chief actuary Jennifer Lang says executives may  ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Former Ausbil small-cap managers Chris Prunty and Tony Waters have launched their flagship QVG Opportunities Fund. Through the fund the duo, who left Ausbil to start their own funds management firm QVG Capital, will invest in listed Australian companies ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Aspiring first home buyers remain fearful of their financial futures with new research showing the housing affordability crisis is impacting financial confidence. The survey, commissioned by Westpac, found the majority of first home buyers are not feeling ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
Reduced contribution limits caused a significant upswing in self-managed superannuation fund cash allocations in the 2017 financial year, according to SuperConcepts research. As at June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
A previously banned adviser has been added to ASIC's proceedings against Wealth and Risk Management and its related companies following a successful Federal Court application. Joshua Fuoco, owner of WRM and its related companies Yes FP and Jeca (trading ...