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Showing 521 - 530 of 653 results for "Kerri"

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
OneVue has launched an international equities capability for its separately managed accounts (SMA) service in a bid to meet growing demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts ...

ASIC reduces ban on director of fabricated fund

KERRIE SYDEE  |  MONDAY, 18 APR 2016
The Administrative Appeals Tribunal (AAT) has approved an agreement between ASIC and Queensland man, Paul Duncan, to reduce his ban from providing financial services from four years to three. ASIC originally banned Duncan from providing financial services ...

New non-exec director for Premier

KERRIE SYDEE  |  MONDAY, 18 APR 2016
Premier Investments Limited (Premier) has appointed Terry McCartney as an independent non-executive director, effective from 15 April 2016. McCartney is a former managing director of Myer Grace Brothers and Kmart. He has also held a number of key adviser ...

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
ASIC has granted CPA Australia an Australian Financial Services licence (AFSL) and an Australian Credit Licence (ACL) for its wholly owned subsidiary, CPA Australia Advice. The granting of the licences is an important step in the establishment of the ...

Australians pessimistic about retirement lifestyle

KERRIE SYDEE  |  MONDAY, 18 APR 2016
The majority of Australians aged 45 and up (53.1%) believe that they will not have an adequate super balance or income to maintain their desired lifestyle in retirement, according to new research from CoreData. CoreData's 2016 Post Retirement Report ...

Zurich insurance appoints CFO, updates app

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
Zurich Australian Insurance has appointed Stuart Farquharson as chief financial officer and will commence the role on July 11 based in Sydney. Farquharson joins from AIG where he held the role of CFO for Australia for more than six years. He also held ...

Banking inquiry cost better spent on ASIC: AFA

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
The money needed to hold a royal commission into banking would be better spent on supporting ASIC, according to the Association of Financial Advisers (AFA). Speaking at a media briefing in Sydney, AFA chief executive officer Brad Fox said there were ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
Australians want more collaboration with their financial advisers but only 21% are getting in touch monthly, according to new research from Salesforce. According to the Salesforce Connected Investor report, 77% of Australian respondents listed collaboration ...

Divestment integral for better returns

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
Australian investors should be questioning their investments in fossil fuel stocks following the collapse of Peabody, according to Market Forces. The financial activist group said the long-expected bankruptcy of Peabody should serve as a "cautionary ...

Cash top of mind for investors

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Cash has overtaken real estate and domestic equities as the dominant asset class as Australians become increasingly more conservative in their investment choices, according to the Legg Mason 2016 Global Investment Survey. The survey revealed there was ...