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| | | ... opportunity. In a presentation called "Robo-advice: Terminator or WALL-E?", Holley Nethercote partners, Paul Derham and Grant Holley argued that they are "more like WALL-E." Addressing a room full of advisers, they said that "robo-advice is just a spoke ... |
| | | | ASIC has accepted an enforceable undertaking from three J.P. Morgan companies. The entities affected are J.P. Morgan Securities plc, J.P. Morgan Securities (Asia Pacific) and J.P. Morgan Securities LLC, about which ASIC said it had "concerns" following ... |
| | | | ... Stevens took the award ahead of Energy Super's Phil Hagen and VicSuper's Ruby Chi. Each winner receives a $10,000 education grant. In each of their acceptance speeches, the winners acknowledged the support they receive from the organisations they work ... |
| | | | ... are a joint initiative by La Trobe Financial and Financial Standard. Each 2015 recipient will also receive a $10,000 study grant. Greg O'Neill, president and chief executive of La Trobe Financial commented, "It is important to recognise the leaders that ... |
| | | | ... brought criminal charges against a former company director for offering "loans" based on future superannuation entitlements. Grant Thorsby Ross (alias David Thorsby Ross) was the former sole director of Motabank and Multimedia Marketing, and has never ... |
| | | | Grant Samuel Funds Management has launched a global equity fund that invests in listed global companies and includes an options based overlay to reduce the volatility of returns. The Grant Samuel Global Equity Advantage Fund combines an underlying equity ... |
| | | | ... becoming more prevalent and can be a powerful tool for offices seeking to attract and retain the best available talent," Grant Thornton national partner-in-charge of compensation and benefits consulting, Bruce Benesh said. |
| | | | The government has said it will grant the Australian Securities and Investments Commission (ASIC) additional powers to effectively regulate the financial services sector. More than 10 months after the release of FSI chairman David Murray's final report ... |
| | | | ... efforts in this way is genuinely rewarding," Rantanen said. As part of her 2014 award, Rantanen was provided a $10,000 study grant. Each 2015 recipient will also receive the grant. Rantanen, the current acting chief executive at Statewide, said the study ... |
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