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Showing 4641 - 4650 of 10553 results for "BEI"

Broaden ASIC banning powers: Report

KARREN VERGARA  |  THURSDAY, 7 SEP 2017
The corporate regulator could soon have increased power to ban "unfit" senior managers, directors and officers of financial services companies. This is the key recommendation the ASIC Enforcement Review Taskforce flagged in its sixth report aiming to ...

Active management culture shifts boardroom discussion

DARREN SNYDER  |  THURSDAY, 7 SEP 2017
A global fund manager says all active management is not created equal yet it is being lumped together, leaving the industry to rewire its conversations with asset owners. During a trip to Melbourne, Sydney and Auckland recently to speak to institutional ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

Mercer names new chief investment officer

EMMA RAPAPORT  |  THURSDAY, 7 SEP 2017
Mercer strengthened its investment leadership with the appointment of a new chief investment officer for the Pacific. Long serving TCorp senior manager Kylie Willment will join Mercer from 25 October, overseeing the investment performance of Mercer's ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

The disconnect at the heart of financial services

ALEX BURKE  |  THURSDAY, 7 SEP 2017
Many investment professionals are fundamentally disconnected from the true value of their industry - and their firms suffer as a result. This is the conclusion reached by State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
The rise of the millennial self-managed superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent ...

Group insurance premium arrangements unclear: ISWG

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The lack of understanding and poor transparency around premium adjustment mechanisms have emerged as major concerns in the latest Insurance in Superannuation Working Group discussion paper. Greater disclosure on premium adjustment mechanisms should ...

Grant Thornton bolsters dedication to retail clients via merger

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Diversified advisory and wealth management firm Grant Thornton Australia will merge with a Melbourne-based global retail consultancy in an effort to further build on its growth advisory capabilities. Joining forces with GNC Group Consulting, the move ...