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Showing 71 - 80 of 653 results for "Kerri"

Active managers must promote success

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
As active funds continue to struggle to outperform benchmarks, those that do should sing praise, says S&P Dow Jones Indices country head for Australia and New Zealand, Daphne van der Oord. Speaking to the latest S&P Indices Versus Active Funds (SPIVA) ...

VicSuper highlights retirement struggles

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
More than 50% of Australians aged over 55 feel financially underprepared for retirement and 23% feel completely out of depth when thinking about retirement finances. The findings come from a study commissioned by VicSuper, also detailing that two in ...

Company director jailed after mishandling funds

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
A former Gold Coast company director has been jailed for four years after he pleaded guilty to mishandling millions of dollars of company funds. Frederick Hansen pleaded guilty in the Southport District Court to two counts of dishonestly using his position ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
HLB Mann Judd has partnered with a Perth based financial planning business and formed a new wealth management service in Western Australia. Partnering with Sovereign Plus, the new wealth business will operate under the HLB Mann Judd Wealth Management ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

ASIC employee faces court

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
An ASIC employee has faced Sydney's Downing Centre Local Court faced with two charges following an investigation by the Australian Federal Police. Mahmoud Daher was charged with unauthorised access to restricted data contrary to subsection 478.1(1) ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
IOOF-owned Bridges Financial Services has appointed a new chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
Robo-advisers are not the fundamental disruption feared by the financial advice industry but instead are a catalyst among traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates ...

Investors expect gender diversity: CFA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
New research from CFA Societies Australia finds more than 50% of individual investors would prefer to work with a team of gender diverse investment professionals. CFA Societies Australia, a member society of CFA Institute, is calling on financial services ...