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Showing 481 - 490 of 2330 results for "Dun"

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

Dunfo Capital AFSL canceled

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
Dunfo Capital, formerly known as GSM Financial Group, has seen its Australian Financial Services Licence (AFSL) canceled by ASIC. The financial services company's licence was suspended on February 2015, as ASIC gave Dunfo six months to meet its legal ...

Financial services most at risk from disruption

MARK SMITH  |  THURSDAY, 24 SEP 2015
The banking and financial services industry is uniquely placed to suffer most from the wave of digital disruption that is sweeping the world. That's according to Citi managing director of customer experience Linda Duncombe, who opened the Afiniation ...

AMP restructures China Fund to reduce discount

LAURA MILLAN  |  THURSDAY, 17 SEP 2015
In a bid to reduce the 20.4% discount on its China Growth Fund, AMP Capital has introduced key changes based on a review by Goldman Sachs. The changes include implementing a Shanghai-Hong Kong Stock Connect trading platform to increase the fund's liquidity. ...

IOSCO releases retail investor education report

ALEX DUNNIN  |  THURSDAY, 17 SEP 2015
IOSCO, the International Organisation of Securities Commissions, has released its final report on investor education for retail consumers. In a statement, IOSCO said it has long recognised investor education as a key strategy for enhancing investor ...

Super becoming the fifth estate

ALEX DUNNIN  |  MONDAY, 14 SEP 2015
After finishing school in 1979 and before I started university I worked for three months as a kitchen hand in the New Zealand tourist resort of Milford Sound. On my half days off each week I would sometimes join one of the launch cruises that would ...

Afiniation adds weight to Citi fintech initiative

MARK SMITH  |  TUESDAY, 8 SEP 2015
Fintech network Afiniation has announced it will work with Citi on the global financial services firm's latest financial technology initiative. The Citi Mobile Challenge in Asia Pacific is referred to by the bank as a "next-generation accelerator" that ...

Lonsec appoints advice chief from MLC

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Lonsec has appointed a new chief executive of its Adviser Network business. Duncan McPherson joins Lonsec from MLC Advice Solutions, where he was a state manager. He has held other managerial positions at MLC and NAB, as well as Hillross and GIO Financial. ...

APRA trustee reforms, definition of independence yet to be finalised

ALEX DUNNIN  |  TUESDAY, 1 SEP 2015
APRA has released a discussion paper detailing the government's proposals for more independent trustees on super fund boards while conceding the definition of independence is yet to be finalised. The proposed changes to trustee operations have divided ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Shaw and Partners, formerly Shaw Stockbroking, has expanded its new financial advice team with five new appointments, including three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private ...