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Showing 561 - 570 of 1960 results for "SAN"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

'tis the season to not be jolly

BENJAMIN ONG  |  THURSDAY, 16 NOV 2017
Thank goodness Australia doesn't celebrate Thanksgiving Day - there won't be anything to give thanks for when it comes around next week. While we're at it, Santa Claus may not be coming to town either. I'm not in a "Grinchy" mood today, it's just the ...

Global manager to merge key investment firms

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... as a top 10 US institutional manager and a top 50 manager globally, employing 300 investment professionals across Boston, San Francisco, Pittsburgh, London, Singapore and Hong Kong. Current chief executive of US Asset Management at BNY Mellon IM, Des ...

Aussie fintech usage surges

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
The rate Australia is adopting fintech services has almost tripled in the last 18 months, making it one of the top countries in the world with a sizable demand for new financial services technology. Australia's uptake rate (37%) sat above the global ...

ANZ hires Silicon Valley consultant for innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... new markets for ANZ, while also improving the products and services we provide our customers," she added. Currently based in San Francisco, Spector will relocate to Sydney in January 2018 for the new role. The appointment complements ANZ's ongoing transformation ...

Boutique investment bank expands in Australia

ALEX BURKE  |  MONDAY, 6 NOV 2017
... mergers and acquisitions in the financial services sector is headquartered in New York. The bank also has partners in London, San Francisco, Denver, Philadelphia and now Sydney.

The BOJ's boring Halloween

BENJAMIN ONG  |  WEDNESDAY, 1 NOV 2017
Halloween 2017 may have produced some palpitations as kids (and the kids at heart) went trick or treating, but for the Bank of Japan (BOJ) 'twas a fairly ho-hum event. At the conclusion of its 30-31 October policy meeting, the Japanese central served ...

Two holds and a raise

BENJAMIN ONG  |  TUESDAY, 31 OCT 2017
Three of the world's biggest central banks will meet this week. The Bank of Japan (BOJ) had already started their monetary policy deliberations yesterday and is set to conclude later today. This is expected to be a non-event with policy unchanged and ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
The Association of Financial Advisers believes the Financial Adviser Standards and Ethics Authority's decision to first clarify the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
The Financial Adviser Standards and Ethics Authority will first work on developing a framework for accrediting providers of approved degrees for new industry entrants. Following its October board meeting, FASEA released the structure of the degree requirement ...