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Showing 5591 - 5600 of 10556 results for "BEI"

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
ASIC has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ...

CBA's advice review compensates 19 clients

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
The compensation program set up by Commonwealth Bank (CBA) to compensate victims of bad advice has reviewed over 8,800 cases and compensated only 19 clients. In total, the bank has offered $950,252 in compensation, but paid $488,815 as of 31 August ...

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 ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Comparative advantage

BENJAMIN ONG  |  TUESDAY, 29 SEP 2015
Aren't you glad I didn't lift? This must be what's in Janet's head as she scours the global economic and financial market landscape and saw that it wasn't good. Yes folks, financial markets were doing backflips again overnight on concerns over dropping ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
ASIC's brand new robo-advice taskforce will monitor businesses that intend to provide digital advice. The regulator thinks that "the majority of digital advice initiatives will be proposed by existing licensees rather than start-up businesses." Another ...

ASX to set up shop in Hong Kong

STAFF WRITER  |  FRIDAY, 25 SEP 2015
ASX will open a local office in Hong Kong's financial district to better service its customer base in the Asian region. The office will open on 1 October and will be headed by Asian business development manager James Keeley. The move coincides with ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
In a world where beating the benchmark is not enough, investors need to target returns above inflation. Laura Millan asks industry leaders how to succeed in the current economic environment. There was a time when investing was a matter of coming up ...

FSI and tax response "close to completion": Morrison

LAURA MILLAN  |  THURSDAY, 24 SEP 2015
Treasurer Scott Morrison confirmed that the government's response to the Financial System Inquiry (FSI) is "proceeding and close to completion," despite the recent Liberal spill and cabinet reshuffle. Morrison addressed the media along with Finance ...