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Showing 7641 - 7650 of 19594 results for "RIS"

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Mental health is an issue growing across Australia and the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial ...

Taxing times

BENJAMIN ONG  |  MONDAY, 13 NOV 2017
It's beginning to look a lot like the Grinch will steal Christmas 2017 and investors would be happy just to get the two-front teeth in their hanged stockings. That's the feeling many an investor would get upon the reading the nasty news, exemplified ...

Morrison backs customer-owned banking reforms

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
Treasurer Scott Morrison has backed the entire proposed reform package for the banking co-ops and mutuals sector in an effort to further increase competition in banking and financial services. The Hammond Review found a widespread lack of recognition ...

Perennial makes two senior equities appointments

ALEX BURKE  |  FRIDAY, 10 NOV 2017
Perennial Value Management has appointed a head of mid-caps and a head of smaller companies and micro caps. Grant Oshry, the new head of mid-caps, previously headed up Perennial's small-cap business since 2007. Perennial managing director John Murray ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

China's inflation lift indicates strong demand

BENJAMIN ONG  |  FRIDAY, 10 NOV 2017
Assessed in tandem with the previous day's report of a narrowing in China's international trade surplus in October, the latest update on the country's inflation indicates the central government's progress towards rebalancing the economy. China's CPI ...

Perennial LIC extends investment mandate

ALEX BURKE  |  FRIDAY, 10 NOV 2017
A Perennial-managed listed investment company specialising in managing downside risk in Australian equities has amended its investment guidelines. Following the board's approval, Wealth Defender Equities (WDE) can now up its allocation to small cap ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...

Industry fund appoints governance and risk head

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
An industry superannuation fund is meeting the increasingly complex nature of the super system head on with the appointment of an executive officer, governance and risk. Natalie Alford, formerly of APRA, will lead the Equip Super's governance, risk ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...