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Showing 541 - 550 of 882 results for "FOS"

FOS and CIO should merge: report

ALEX BURKE | THURSDAY, 1 DEC 2016

... Australia report. The report, based on a survey of FCA members, found that 75% of financial counsellors were in support of a FOS and CIO merger so as to "reduce confusion for consumers" participating in ASIC-approved external dispute resolution schemes. ...

Franklin Templeton reveals new operating structure

KERRIE SYDEE | WEDNESDAY, 30 NOV 2016

Franklin Templeton Investments Australia has announced a new operating structure for its distribution team. The new structure will see the formation of three dedicated groups to focus on and service the institutional, financial institutions and family ...

Bank inquiry recommends breaking big four oligopoly

ALEX BURKE | FRIDAY, 25 NOV 2016

... process for consumers was too complex, noting that: "a customer in a dispute with a major bank would need to approach the FOS; a customer in a dispute with a credit union would need to approach either the FOS or the CIO, depending on which scheme the ...

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 ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON | THURSDAY, 24 NOV 2016

Practice principals need to realise that finance is no longer the 'sexy' career prospect it used to be so more needs to be done to attract, develop and retain new recruits. Addressing delegates during the sold-out Professional Practice Workshop at the ...

NAB reduces fossil fuel exposure

ALEX BURKE | MONDAY, 14 NOV 2016

NAB's new corporate sustainability report positions the bank as the national leader in environmental, social and governance commitments. The 2016 Dig Deeper report promises a material decrease in the use of fossil fuel-based energy and a corresponding ...

UBS and Clarion launch global infrastructure fund

ALEX BURKE | TUESDAY, 25 OCT 2016

UBS Asset Management and CBRE Clarion Securities have launched a global listed infrastructure fund. The UBS Clarion Global Infrastructure Securities Fund is aimed at giving investors a stable income stream with a moderate - roughly 0.65, historically ...

CBA reinforces gender equality through financial education

KERRIE SYDEE | MONDAY, 24 OCT 2016

The Commonwealth Bank of Australia has committed to implementing a number of recommendations to its in-school financial literacy program in a bid to foster the financial empowerment of women and girls. CBA engaged Our Watch, the national foundation ...

Gender inequality still the elephant in the room

KERRIE SYDEE | FRIDAY, 21 OCT 2016

Despite significant inroads made to reduce gender inequality in the financial advice industry there are still changes needed to evict the elephant in the room. Following a recent industry conference, financial adviser at Thompson Financial Services ...

NZ Super tackles climate change

DARREN SNYDER | THURSDAY, 20 OCT 2016

The New Zealand Superannuation Fund is implementing a four-pronged climate change strategy across its entire NZ$30 billion investment portfolio. Representing a fundamental shift for the fund and the industry, NZ Super will reduce its carbon investment ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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