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Showing 8151 - 8160 of 19598 results for "RIS"

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Decimal expands superannuation network

KARREN VERGARA  |  FRIDAY, 28 APR 2017
ASX-listed Decimal Software has partnered with management consultancy firm Sequential to provide robo-advice solutions to superannuation fund clients. Under the memorandum of understanding, Decimal's Eqilize solution will offer superannuation providers ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

The growth-inflation divide

BENJAMIN ONG  |  FRIDAY, 28 APR 2017
Bullish on growth, not so on inflation. This is the unifying message from three of the world's major central banks that met over the past 24 hours. As widely expected, the Bank of Japan (BOJ) kept monetary policy settings unchanged - discount rate at ...

CFS becomes PRI signatory

KARREN VERGARA  |  THURSDAY, 27 APR 2017
Colonial First State has taken the next step in committing to responsible investing by becoming a signatory of the United Nations-endorsed Principles for Responsible Investment (PRI). CFS will agree to adhere to six principles which includes actively ...

The CPI report that confirms all biases

BENJAMIN ONG  |  THURSDAY, 27 APR 2017
Australia's inflation numbers are out! And it's got something for everyone - hawks, doves and in-betweeners - in terms of RBA monetary policy direction. This is because the Australian Bureau of Statistics' (ABS) consumer price index's latest report ...

Industry fund teams with Challenger on retirement

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
Industry superannuation fund legalsuper is expanding its retirement product offering with the addition of two Challenger guaranteed income accounts. Both Lifetime and Fixed Term guaranteed income accounts will now be available - to provide members with ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
The founder and chair of Countplus is retiring today and his successor is stepping up to the plate. Barry Lambert, who established and chaired the ASX-listed wealth management firm as a subsidiary of the now CBA-owned Count Financial in 2006, said his ...

InFocus restructures to support growth

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
A period of substantial growth will see InFocus welcome a raft of new additions to a restructured leadership team. Taking on the role of general manager, financial advice is former head of wealth management for Heritage Bank Richard Herbst. Having also ...

Markets ignoring climate crisis: Hewson

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
Former Liberal Party leader and chair of the Asset Owners Disclosure Project, John Hewson, believes markets are ignoring a climate-induced crisis far more severe than the one caused by subprime mortgages. Speaking at a Sydney briefing discussing BetaShares' ...