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Showing 5031 - 5040 of 10553 results for "BEI"

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
ASIC has banned a former Westpac financial planner after he was found to have applied a 'one size fits all' advice model. Anthony Bishop of Chelmer, Queensland has been banned from providing financial services for eight years. He provided inappropriate ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Financial Planning Association of Australia chief executive Dante De Gori has warned the journey toward introducing a minimum professional standard is far from over, despite the legislation being tabled last week. Speaking to Financial Standard, De ...

European hedge fund business sold to Aussie administrator

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
A hedge fund administration business based in Malta is being acquired by an Australian administrator looking to continue its growth strategy and expanding global footprint. ASX-listed MainstreamBPO is purchasing the European arm of Alter Domus' hedge ...

Bank inquiry recommends breaking big four oligopoly

ALEX BURKE  |  FRIDAY, 25 NOV 2016
The House of Representatives Standing Committee on Economics' first report in its review of the four major banks has recommended breaking the big four's "oligopoly" and introducing competition into the sector. The report said this could be achieved ...

Time is up for the static portfolio mix: JPMAM

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
Investors who maintain a simple static allocation mix will have to come to terms with a trajectory of falling returns, according to the 2017 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions. For investors looking to achieve ...

FPA and AFA merger unlikely: De Gori

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A merger between the FPA and the AFA certainly has its merits, but could incur greater division within the financial advice landscape. Speaking to Financial Standard at the 2016 FPA Professionals Congress, FPA chief executive Dante De Gori said he often ...

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
Financial planning practices should be more engaged with social media in order to spread the benefits of financial advice and build consumer trust. The pressure on businesses to have a digital presence is ever increasing, with the societal expectation ...

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
Future2 has given more than $147,000 in grants this year to community not-for-profit organisations with programs designed to help young Australians. The total sum is up about 30% from last year's $115,000 grants. This year's recipients were selected ...

IPA appoints new president

ALEX BURKE  |  THURSDAY, 24 NOV 2016
The Institute of Public Accountants has elected a new president. The IPA's board chose Damien Moore, currently a director, and a senior tax manager at Schulz Hobbs. He is also a director of the Institute of Financial Accountants, and has previously ...