Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 681 - 690 of 1907 results for Laura Millan

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

Adviser Ratings attracts mostly positive reviews

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Adviser Ratings has seen 850 advisers signing up three weeks after launching, with most profiles attracting positive reviews from clients. "I like him because he doesn't come over as 'pushy'," one client wrote in a Sydney-based adviser profile. "We ...

Industry funds to in-house customer experience

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Industry funds are bringing their customer experience capabilities in-house in a bid to compete against the big four banks in social media and data analytics, J.P.Morgan and Deloitte digital experts said. "Industry funds have traditionally outsourced ...

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ...

PROFILE: Lonsec Fiscal Holdings joint chief executive Amanda Gillespie

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
... group. For the last 14 years, Gillespie has seen Lonsec grow and become one of Australia's major research houses. Laura Millan reports. "It was a very different business then," Gillespie remembers. "There was a much smaller team and a much smaller market ...

TAL super fund appoints independent directors

LAURA MILLAN  |  TUESDAY, 4 NOV 2014
TAL Superannuation Limited (TASL) has appointed three new independent directors to its board. The company is responsible for the superannuation business of life insurer TAL and it is operated through the TAL Superannuation and Insurance Fund. Peter ...

Resolution Capital to manage Perennial REITs

LAURA MILLAN  |  TUESDAY, 4 NOV 2014
Perennial has appointed Resolution Capital to manage three former Perennial Real Estate funds, which include Australian and global real estate securities strategies. The mandate is effective from November 1, 2014, and will include an unhedged option ...

Treasury Group merger postponed to November

LAURA MILLAN  |  TUESDAY, 4 NOV 2014
Treasury Group's merger with Northern Lights Capital Group, which was expected to be completed by the end of October, has now been postponed until November due to outstanding regulatory conditions. "The material conditions that remain outstanding are ...

Astarra director banned, loses AAT appeal

LAURA MILLAN  |  MONDAY, 3 NOV 2014
The Administrative Appeals Tribunal (AAT) has backed the Australian Securities and Investment Commission (ASIC) decision to permanently ban former Astarra director Eugene Liu from providing financial services. AAT senior member Jan Redfern said: "there ...

CBA appoints litigators as customer advocates

LAURA MILLAN  |  MONDAY, 3 NOV 2014
Commonwealth Bank (CBA) has appointed three law firms as independent customer advocates for its Open Advice Review compensation program. Maurice Blackburn, Shine Lawyers and Slater and Gordon have been appointed to support individual customers through ...