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Showing 521 - 530 of 1528 results for "Technical"

Blockchain comes to managed funds

KANIKA SOOD  |  TUESDAY, 4 DEC 2018
... fund transactions to over 65% of fund managers. "The beauty of the May 2019 migration to blockchain is that there is no technical migration at all from a client perspective," Fox said. "It will be completely seamless." Fox said Australian clients won't ...

Labor franking credit changes fair but not the best: Grattan

KANIKA SOOD  |  MONDAY, 26 NOV 2018
... disrupt the crucial 'tax neutrality' balance in the superannuation industry. SuperConcepts general manager of technical and education services Peter Burgess said the proposed pensioner guarantee does little to protect SMSF members from the impact ...

Court fines stockbroker $350k

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... a stock, the court found. Between 10 February and 9 May 2011, it failed to maintain the necessary organisational and technical resources regarding a post-trade alert systems to ensure that it complied with the ASIC's Market Integrity Rules. The Markets ...

Antipodes Partners expands team

KANIKA SOOD  |  WEDNESDAY, 21 NOV 2018
... roles. Alison Savas is taking on the role of client portfolio manager and will interact with advisers and investors on technical enquiries about the investments. Savas was at Platinum for more than 11 years, during which she was one of the three main ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... LaVista allows advisers to choose the services ranging from compliance and monitoring of authorised representatives, technical helpdesk, marketing and software support, he said. Alternatively, they can opt for an off-the-shelf package of dealer services ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on Thursday and prior to the Financial Adviser Standards and Ethics Authority (FASEA) releasing its education ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... reading), of which 70% will need to be approved by licensees. FASEA has defined minimum hours for CPD categories as follows: Technical - five hours; Client Care and Practice - five hours; Regulatory Compliance and Consumer Protection - five hours; Professionalism ...

Chief economist update: Buy the dip or sell the rallies?

BENJAMIN ONG  |  TUESDAY, 13 NOV 2018
... aims to buy next time the price falls to the level he first missed out on. This is the overriding thinking behind what technical analysts call "support levels". "Selling on rallies" is just the opposite. Investor misses out on selling XYZ stock at a ...

Advice firm hires for increasing regulatory environment

KANIKA SOOD  |  TUESDAY, 6 NOV 2018
... newly created role. Warren will oversee all financial reporting matters within the network, implementing a national technical consultation process, quality monitoring, training and providing technical accounting advice. She is a member of chartered accounts ...

Advisers choose their own journey on BT hub

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... practices with services such as: AFSL transition support; ASFL responsible manager support; customisable client marketing; technical support; governance support; insights; and a schedule of educational and networking events. The hub follows the launch ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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