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Showing 51 - 60 of 116 results for "Financial professionals"

Advisers shift to ETFs from active managers: VanEck

ELIZA BAVIN | TUESDAY, 29 SEP 2020

... potentially being more effective in helping their clients achieve their investment objectives." VanEck said most financial professionals use smart beta strategies for global equities (77%) and Australian equity (70%) exposure. In addition, the survey ...

SMSF changes unlikely to mushroom new funds

KANIKA SOOD | FRIDAY, 25 SEP 2020

... The submission also said the people most likely to benefit from relaxing SMSF maximum members would be financial professionals serving the sector. She draws the conclusion from her past co-research with found only 22% thought of starting an SMSF on their ...

Index manager, friend charged for insider trading

KANIKA SOOD | TUESDAY, 22 SEP 2020

... the US Attorney's Office for the Eastern District of New York announced criminal charges against Yang. "Financial professionals and other employees entrusted with confidential, market-moving information are prohibited from using that information for ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR | TUESDAY, 18 AUG 2020

... have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director Peter Johnston which included the suggestion ...

Favour turns to active management

ELIZABETH MCARTHUR | THURSDAY, 2 JUL 2020

... in Australia believe the current market is more favourable to active portfolios. Natixis surveyed 2700 financial professionals, including wealth managers, registered investment advisors, financial planners and independent broker/dealers, in 16 countries ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN | WEDNESDAY, 17 JUN 2020

Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment ...

FASEA boycott sparks in-fighting

ELIZABETH MCARTHUR | TUESDAY, 2 JUN 2020

... overreach. "Enough is enough," he said. Another advice association, the Association of Independently Owned Financial Professionals (AIOFP) reached out to their membership about the UFAA's boycott suggestion. "Some members have asked our opinion on ...

ASIC bans Linchpin directors

ELIZABETH MCARTHUR | FRIDAY, 29 MAY 2020

... which was a subsidiary of Linchpin. He also used to be the chair of the Association of Independently Owned Financial Professionals (AIOFP). ASIC found that the three directors failed to act in the best interests of the members of the Investport Income ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR | TUESDAY, 21 APR 2020

... money from the big banks in return for support. Writing to members, Association of Independently Owned Financial Professionals director Peter Johnston said advisers have an opportunity to force change, leveraging similar techniques employed by the mortgage ...

COVID-19 sparks renewed fight for commissions

ELIZABETH MCARTHUR | MONDAY, 6 APR 2020

... news big institutions are turning them off earlier than the law requires. The Association of Independent Financial Professionals (AIOFP) has made a submission on the implementation of the Royal Commission recommendations calling for the banning of grandfathered ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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