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Showing 601 - 610 of 1559 results for "Round"

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
More than half of new Chartered Financial Analyst (CFA) candidates failed the first level of the six-hour examination, recent results from the CFA Institute shows. Of the 63,281 global candidates who took the mid-year Level I sitting (also offered in ...

Emerging infrastructure funds struggling: Report

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
Emerging unlisted infrastructure fund managers are struggling to raise funds, and as many as 15 funds globally reached a final close in the year to August, according to alternative assets researcher Preqin. The number of active emerging funds dropped ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... important meeting to be held at a critical stage when China is striving for achieving a moderately prosperous society in an all-round way, and at a critical time for the development of socialism with Chinese characteristics." "The people-oriented development ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last ...

Turning lazy cash into super savings

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
An Australian fintech is giving financial advisers another tool through which to help clients grow their superannuation balances. Much like Acorns, automated micro-savings app Carrott rounds everyday transactions made on credit or debit cards up to ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Former national vice-president of the Association of Financial Advisers and JBS Financial Strategists chief executive Jenny Brown is the new chair of Million Dollar Roundtable Australia. After more than two years in the role, Adam McCann announced he ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
... holistic wealth management services. HUB24 will also be making further investments in its Sydney offices, following on from a round of senior appointments which include former BT Financial Group head of SMSF Craig Lawrenson as chief operating officer. ...

Fed gets green light

BENJAMIN ONG  |  WEDNESDAY, 16 AUG 2017
US data releases dumped on our screens overnight, combined with easing US/North Korean tensions, provide another green light for the Fed to proceed with policy normalisation. Balance sheet unwinding and another rate hike before 2017 turns into 2018 ...