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Showing 691 - 700 of 1541 results for "Connect"

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

ISA lays out $416bn super saving plan

HARRISON WORLEY  |  THURSDAY, 18 JUL 2019
... ISA acting chief executive Matthew Linden said the move to automatically rollover worker's funds would see Australians connect with higher performing funds sooner. "Chronic underperformance and multiple accounts are the two biggest drags on the system ...

Sovereign investors go back to fixed income

KANIKA SOOD  |  TUESDAY, 9 JUL 2019
... China's decision to open up its equities markets to foreign investors through China A-shares and bond markets through Bond Connect. Renminbi emerged as the most favoured currency for the year ahead with 27% saying they will increase allocations to it ...

ASIC to offer AFSL relief to overseas firms

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
ASIC has opened consultation on its proposal to scrap the need for foreign providers of funds management services to professional investors to hold an Australian Financial Services Licence. The corporate regulator released consultation paper 315, which ...

New boutique awards mandate to RBC I&TS

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2019
A new boutique fund manager has appointed RBC Investor & Treasury Services (RBC I&TS) as its new custodian. RBC I&TS will provide custody and fund administration services for Melior Investment Management, which launched its flagship Melior Australian ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
MetLife and the Association of Financial Advisers (AFA) launched the MetLife Progress: Professional Development Grant for Women. MetLife Progress is aimed at creating greater gender diversity in the financial advice industry by helping women achieve ...

YouTube fundie woes continue

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
The UK's Financial Conduct Authority (FCA) has opened an investigation into the events surrounding the suspension of the Woodford Equity Income Fund, with Link Group now caught in the scandal. Earlier this month, star UK fund manager Neil Woodford took ...

Myer Foundation backs new strategy

KANIKA SOOD  |  MONDAY, 17 JUN 2019
... as superannuation funds, family offices and insurers." "We see a strong opportunity through the Green MVE portfolio to connect this investor interest with listed entities which are increasingly focusing on lowering their carbon emissions."

ANZ cleared of $50m fee bungle

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
ASIC has cleared ANZ of the $50 million fee-for-no-service misconduct connected to its Prime Access offering. The corporate regulator said it is satisfied by the audited attestation it received from ANZ, signed by managing director private banking and ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... publisher and Money editor-in-chief Michelle Baltazar added that the awards recognised the important work underway to connect the wealth industry with key social issues. "I'm privileged to see all the hard work that's happening behind the scenes ...