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Showing 7791 - 7800 of 19594 results for "RIS"

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
A Paris-based investment manager which specialises in alternative beta strategies is eyeing opportunities in Australia with views to opening a Sydney office next year. Speaking at a media lunch in Sydney yesterday, Capital Funds Management (CFM) president ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Overall satisfaction with the online broking industry has increased for the first time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Legacy systems and antiquated business models of the global insurance industry are beginning to see significant disruption, prompting traditional insurers to up their game to get ahead of the curve and presenting prime opportunities for collaboration. ...

Not happy enough

BENJAMIN ONG  |  THURSDAY, 14 SEP 2017
Australian consumers are happier in September than last month. The Westpac-Melbourne Institute (WBC-MI) index of consumer sentiment jumped by 2.5% to a reading of 97.9 this month from 95.5 in August with nearly all the survey's sub-indices recording ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
TAL is helping financial advisers to support cancer patients and better understand their conditions with the launch of an education course. TAL's continuous education arm, Risk Academy, will run the on-demand webinar course aiming to equip advisers ...

Divergent business confidence

BENJAMIN ONG  |  WEDNESDAY, 13 SEP 2017
The latest National Australia Bank Business (NAB) Survey shows while business conditions remain robust - rising from a reading of 14 in July to 15 in August (the highest level since January 2008) - confidence among businesses deteriorated significantly ...

Superannuation and debt: Inextricably linked

ALEX BURKE  |  WEDNESDAY, 13 SEP 2017
The types of debt held in Australian households shift through the generations, but the amount stays roughly the same - and this has important implications for the superannuation industry. University of Limerick senior lecturer in economics Stephen Kinsella ...