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Showing 591 - 600 of 2042 results for "TAI"

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary. The subsidiary, Fisher Investments Australasia, has served institutional clients in the region since 2013 - but this is ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. ...

Chief economist update: Twist in tail of Aussie economic revival

BENJAMIN ONG  |  TUESDAY, 25 MAY 2021
Australia's economy, just like its US and European counterparts, is progressing nicely, thank you very much. "Australian private sector growth eases from record but remains elevated," sums up Markit Economics' findings for the month of May. ...

Nuveen hires director from AXA

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Nuveen Real Estate has appointed a Sydney-based director of Asia Pacific housing who is a former executive of AXA Investment Managers. Ben Taylor will expand the firm's existing housing strategy in Australia and help find new opportunities in the ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
ASIC has confirmed it will not be recommending changing the label of 'general advice', after independent research commissioned by the regulator found such a move is unlikely to prevent consumer confusion. Both the Financial System Inquiry's ...

Fidelity portfolio manager resigns

KANIKA SOOD  |  FRIDAY, 23 APR 2021
The lead portfolio manager for Fidelity's top-performing $724 million emerging markets fund has resigned. Alex Duffy will leave the role on May 28. Replacing Duffy, Fidelity has appointed Singapore-based Amit Goel as the lead portfolio manager and London-based ...

Pandemic boosts financial sector's engagement

KARREN VERGARA  |  FRIDAY, 23 APR 2021
Financial services employees have never been more engaged in their roles since the global pandemic disrupted the workforce, a new study shows. The global workplace study by ADP, a provider of human resource solutions, found that the shift from office-based ...

Citi to exit consumer banking in Australia

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
Citigroup's quarterly results included news the banking giant is undertaking a strategic overhaul of its global consumer banking division. This will mean Citi is exiting consumer banking entirely in a number of markets including Australia. China, India ...

FASEA offers exam feedback

KARREN VERGARA  |  FRIDAY, 16 APR 2021
The Financial Adviser Standards and Ethics Authority (FASEA) is providing personalised feedback for those who failed the examination. Unsuccessful FASEA exam candidates can now access feedback about their areas of underperformance. Upon logging in ...

MetLife expands virtual health service

KARREN VERGARA  |  THURSDAY, 1 APR 2021
MetLife Australia has partnered with a healthcare provider to expand its virtual services for financial advisers. Teladoc Health will provide holistic health management via MetLife's 360Health program. Virtual services will include mental health assistance ...