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Showing 721 - 730 of 1755 results for "Profile"

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
... internal target is around 15 to 30 companies," he said. Kelly says that weighting allocations depend on the risk-return profile across the stocks. "A couple of our biggest positions at the moment would be Brambles and Woolworths, which have been increasing. ...

Regtech scores deal with US bank

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... The management is advancing commercial discussions with several large enterprise customers, in an attempt to raise its profile, it said last month.

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... urgency in resolving complaints and investigating financial advisers that receive official banning orders from ASIC. High-profile FPA member Sam Henderson faced the Commission after former client Donna McKenna complained to the FPA she received inappropriate ...

CBA enters APRA EU

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
... work", demonstrating a common theme that CBA's financial success dulled its senses to signals of a deteriorating risk profile. The findings have seen APRA accept an EU to establish a framework by which CBA will address the full set of recommendations ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most likely" told his employee to impersonate his client on phone calls to superannuation funds; and a dealer ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... be suffering, or have lost confidence with their planners. This is a disappointing side-effect of these types of high profile enquiries, but it does give us the opportunity to reinforce who we are and that we're here to help. Brett Evans, managing director ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received inappropriate financial advice ...

SSGA launches ESG-heavy strategy for Aussie instos

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... changes. This reduces carbon emissions and reserved intensity by 50% while targeting a 20% improvement in the overall ESG profile. The index also allocates more to companies with better overall ESG profiles and excludes tobacco, controversial weapons ...

Royal Commission grills professional associations

KARREN VERGARA  |  THURSDAY, 26 APR 2018
... recommenced with Financial Planning Association of Australia (FPA) chief executive Dante De Gori facing questions regarding high-profile member Sam Henderson's questionable conduct. Former client Donna McKenna complained to the FPA she received inappropriate ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
The Royal Commission heard how Fair Work commissioner Donna McKenna received inappropriate financial advice from Sam Henderson, chief executive and senior financial adviser at Henderson Maxwell. McKenna sought financial advice from Henderson in late- ...