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Showing 901 - 910 of 1372 results for "Harris"

BTFG expands tobacco divestment

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
BT Financial Group is expanding its divestment from tobacco and controversial weapons. The firm is extending its ESG exclusion framework to investment mandates for internally managed investments, saying customers demand sustainable investing that aligns ...

Real estate investment manager bolsters debt team

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
A US$115 billion real estate investment manager added a former KPMG senior analyst to cater for growth in its commercial real estate debt business. Nicholas Lim will link with TH Real Estate's debt strategies team. Joining the firm as an analyst ...

Former AustralianSuper risk boss joins AMP super boards

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
A former head of risk management at AustralianSuper has joined the boards responsible for the governance of AMP's superannuation funds. Tony Brain will link with AMP to help govern its suite of superannuation funds, adding more than 30 years of experience ...

Mercer wins two super fund mandates

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
Mercer has renewed its administration mandate with a $9 billion industry superannuation fund; and it has become manager for the $250 million Anglican National Super plan. The Synod of the Anglican Diocese of Sydney said it has replaced long-time manager ...

ASIC to review FDS compliance

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
ASIC will review financial advice fee disclosure statements and renewal notices, after licenses submitted breach reports to the extent the corporate regulator is concerned about systemic non-compliance. The FDS review will examine to what extent advice ...

BlackRock wins $55bn mandate

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
BlackRock is set to manage $55 billion of passively managed assets on behalf of UK diversified financial services company Scottish Widows. The former mutual awarded BlackRock the mandate after completing a review of the management arrangements for $202 ...

JP Morgan Asset Management grows distribution team

HARRISON WORLEY  |  MONDAY, 15 OCT 2018
JP Morgan Asset Management appointed a former BlackRock institutional director, expanding its Australian distribution team. Prema Basoor links with the US$1.7 trillion firm as an executive director, institutional client advisor. She will be based in ...

Superannuation ripe for blockchain

HARRISON WORLEY  |  MONDAY, 15 OCT 2018
Australia's $2.7 trillion superannuation system has a lot to gain from adopting distributed ledger technologies (DLT), but the industry will want more clarity around blockchain applications before it jumps in. Bravura Solutions global head of wealth ...

Advisers gain FASEA credits for existing qualifications

HARRISON WORLEY  |  SUNDAY, 14 OCT 2018
In his maiden speech to the financial advice industry, Assistant Treasurer Stuart Robert has revealed some advisers will receive up to four credit units of recognised prior learning under FASEA's new education requirements. Addressing delegates ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
Australians need to experience financial advice first-hand to truly understand its financial, emotional and behavioural benefits. However, there are many issues hindering take-up. That is the underlying theme of the Association of Financial Advisers' ...