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Showing 761 - 770 of 1907 results for Laura Millan

AMP finds head of research following key departures

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
AMP has appointed a head of research and is starting to rebuild the team after the departures of several key executives. Standard & Poor's former fund services director and head of research Leanne Milton has joined AMP this week as head of research. ...

Volatility fund gets first ratings, platform listings

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
The Triple3 Volatility Advantage Fund has been awarded a "Recommended" rating and has been listed on two independent platforms. Triple3 chief investment officer Simon Ho told Financial Standard A that the fund recently received a "Recommended" rating ...

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
AMP's financial planning academy Horizons will launch an online masters program with Griffith University, starting from November 2014. The program combines academic training and practical experience and offers candidates a pathway to gain a university ...

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Financial advisers have asked that the minimum education standards are not set up following a 'one size fits all' approach, but instead take into account individual advisers' areas of focus. As part of the Association of Financial Advisers (AFA) Female ...

SMSF closures drop 75% in 2014

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
The number of self-managed super funds (SMSFs) that were wound up in financial year 2014 dropped by 75%, according to the latest figures from the Australian Taxation Office (ATO). The ATO June 2014 SMSF quarterly report shows that 2,349 SMSFs were wound ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Netwealth has fully integrated the SMART portfolio management tool into its platform to improve user experience and client access to information. SMART was previously outsourced, and is a real time modelling and rebalancing system which provides advisers ...

LGS Super launches DIY option

LAURA MILLAN  |  TUESDAY, 9 SEP 2014
Local Government Super (LGS) has launched an investment option that allows members to build their own portfolios from a range of LGS-approved investment options. The LGS Do-It-Yourself (DIY) option gives members access to shares from the ASX300, Exchange ...

Instos offer advice at a loss to drive product sales: EY

LAURA MILLAN  |  TUESDAY, 9 SEP 2014
Large financial institutions have undervalued advice for decades by offering it at a loss to lead clients into product sales, Ernst & Young (EY) have said in their submission to the Financial System Inquiry (FSI). EY argued that decades old industry ...