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Showing 781 - 790 of 1826 results for "DAM"

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 ...

ASIC needs tougher, direct powers: Taskforce

KARREN VERGARA  |  THURSDAY, 9 NOV 2017
ASIC should be given tougher intervention powers to direct how an Australian financial services licensee addresses or prevents compliance failures. The latest report from the ASIC Enforcement Review Taskforce highlights several shortcomings the corporate ...

Goldman Sachs names new raft of managing directors

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Goldman Sachs selected its new class of managing directors, promoting four members of its Australian team and an additional three Australians working offshore. Head of financial sponsors Tim Freeman, financial institutions banker Phillipe Perzi, head ...

RG97 effects inconsistent: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
The effects of fee disclosure reforms under Regulatory Guide 97 have trickled through market segments and asset classes revealing uneven results, Rainmaker's research shows. A high level analysis shows not-for-profit (NFP) superannuation funds have ...

First State Super appoints head of investment strategy

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
First State Super has appointed a new head of investment strategy. Michael Winchester was previously acting chief investment officer at StatePlus, First State Super's financial planning arm, prior to both businesses finalising integration in July. At ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
Grant Samuel Funds Management recruited a former Fidante Partners business development manager for a newly created role. Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank ...

QIC announces board appointments

DARREN SNYDER  |  MONDAY, 16 OCT 2017
Australian investment giant QIC recently added a New York-based real estate investment expert to its board. Joining the board is Professor Patrice Derrington, whose experience includes directorships and executive positions at JP Morgan Chase, Lower ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

QIC boosts US presence with acquisition

DARREN SNYDER  |  TUESDAY, 3 OCT 2017
QIC is expanding its global real estate operation in the US through the purchase of 10 regional shopping malls on behalf of one of the investment giant's clients. QIC acquired additional interests in its joint venture partner Forest City Enterprises ...

ASX on track for blockchain announcement

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
The ASX's potential rollout of blockchain or distributed ledger technology (DLT) is well on track, chief executive Dominic Stevens told the exchange's annual general meeting today. An official announcement to determine the suitability of DLT to replace ...