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Showing 751 - 760 of 1014 results for "Task"

PROFILE: PGI chief executive Grant Forster

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... a big box full of term deposit cards and was asked to order them by date of expiry. "It was a really big box and a boring task. But I didn't care because I was happy, I was in London," he explains. During his first Friday drinks at a pub, Forster started ...

Mercer launches retirement income strategy test

DARREN SNYDER  |  WEDNESDAY, 6 MAY 2015
... said defining retirement income-based objectives as opposed to simply aiming to outperform CPI plus a margin is not a simple task and this complexity has stifled innovation in the area to date. "Our framework and modelling cuts through the inherent complexities ...

Hockey launches Serious Financial Crime Taskforce

LAURA MILLAN  |  TUESDAY, 5 MAY 2015
Treasurer Joe Hockey will allocate millions to a taskforce that will fight "serious and organised financial crime." The Government will provide $127.6 million over four years to the Serious Financial Crime Taskforce to investigate and prosecute cases ...

ASIC takes SMSF business to court

MARK SMITH  |  MONDAY, 4 MAY 2015
ASIC has launched legal action against a company which is advertising 'free SMSF setup' online. The regulator wants financial penalties and orders to stop Superannuation Warehouse Australia (SWA) from making the claim on two of its websites: superannuationwarehouse.com.au ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
Assistant Treasurer Josh Frydenberg says the clock is ticking for the industry to implement the recommendations in the Trowbridge report. Alex Burke investigates what that might mean for risk advice. "It is up to the industry now to restore public confidence ...

JPM appoints Goldman Sachs managing director

DARREN SNYDER  |  FRIDAY, 17 APR 2015
J.P. Morgan has announced that Paul Uren will join Grant Dempsey as co-head of global investment banking for Australia and New Zealand. Uren joins J.P. Morgan from Goldman Sachs where he was managing director and co-head of investment banking services ...

Trowbridge releases final report

ALEX BURKE  |  THURSDAY, 26 MAR 2015
The final version of the Trowbridge Review on Retail Life Insurance Advice has been released. Initiated by the Financial Services Council (FSC) and the Association of Financial Advisers (AFA), it was designed as an independent review following the Australian ...

Risk not the endgame

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
A young Australian boutique absolute return fund rapidly establishing a mark for outperformance highlights how new funds have to deliver something very special if they want to be noticed. Auscap Asset Management is a small absolute return long short ...

Managed accounts work for insto investors too

ALEX DUNNIN  |  FRIDAY, 20 FEB 2015
The term 'managed account' in Australia is usually associated with retail investment but one global technology and investment administration group has been using the structure to more efficiently manage institutional alternatives investments. Bruce ...

BNP Paribas pinches senior JPM custody exec

MARK SMITH  |  MONDAY, 16 FEB 2015
Global custodian BNP Paribas Securities Services has poached J.P. Morgan's custody and fund services head of product. David Braga will join the company as head of Australia and New Zealand in mid-May. He has 25 years' experience in the financial services ...