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Showing 901 - 910 of 3277 results for "RIC"

Decimal signs key partnership with UK consultancy

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
Decimal Software is poised to extend their market reach after agreeing to partner with a global creative communications consultancy. The partnership between Decimal and AHC, a UK-based consultancy with operations in the UK, Australia and the US, will ...

Willis Towers Watson bolsters Sydney investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2017
Willis Towers Watson is expanding its portfolio management capabilities, appointing a senior portfolio specialist and two analysts to its Sydney team. Former BlackRock director Oliver Berry, who was responsible for institutional sales for iShares in ...

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
Spend less and save more is a popular New Year's resolutions, but research shows less than 10% of people actually stick to it. Former Zurich risk strategist Jessica Brady and former Macquarie associate director and business development manager Glen ...

ASIC recoups $40m from NAB and ANZ

ALEX BURKE  |  TUESDAY, 21 NOV 2017
NAB and ANZ will pay ASIC $20 million each to cover investigation costs over the banks' participation in the setting of the bank bill swap rate (BBSW). On November 10, the Federal Court ruled that both banks had attempted to engage in "unconscionable ...

HESTA announces life insurance facelift

DARREN SNYDER  |  MONDAY, 20 NOV 2017
Industry superannuation fund HESTA is enhancing its life insurance offer, including a shift to age-based pricing that will be effective 1 March 2018. Among the changes, HESTA has also bolstered its income protection cover to include a lump sum provision ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
A former BBY financial adviser has been banned for 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking ...

Charter Hall launches fund, backs consumer spending

DARREN SNYDER  |  THURSDAY, 2 NOV 2017
Property fund manager Charter Hall is betting on Australians to maintain their spending patterns with the launch of a direct, multi-sector fund targeted at precincts tied to consumer staples. The Charter Hall Direct Diversified Consumer Staples Fund ...

Financial services firms eye machine learning

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
Machine learning is transforming the way financial services operates, as a growing number of Australian firms are adopting it to make sense of big data and to improve productivity. According to Bloomberg, more than half (55%) of Australian financial ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...