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Showing 901 - 910 of 3711 results for "Select"

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
ASIC has confirmed it will not be recommending changing the label of 'general advice', after independent research commissioned by the regulator found such a move is unlikely to prevent consumer confusion. Both the Financial System Inquiry's ...

Westpac to face court over insider trading

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
ASIC has commenced civil proceedings against Westpac for insider trading on a $12 billion deal with AustralianSuper and a group of IFM entities. Westpac will face off against the regulator in the Federal Court on allegations of insider trading, unconscionable ...

Mandates will flow to transparency: Survey

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
A survey of institutional investors has found that most expect to place greater emphasis on the importance of transparency when allocating money to fund managers. Global Palladium Fund surveyed 100 institutional investors and wealth managers in the ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

Perpetual AUM climbs, hires in UK

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... Graham Kitchen has been appointed as chair of the UK board. He is currently a non-executive chair at Invesco Perpetual Select Trust and a non-executive director of PFP Group, Mercantile Investment Trust and AVI Global Trust. "These important appointments ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
Frontier has hired a senior consultant from its global alliance partner, Lane Clark and Peacock (LCP) in the UK. Harry Green was at LCP for five years as lead investment consultant to a range of LCP's defined contribution clients, advising trustees ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... building a scalable financial advice business. "We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses using our services," he said. "Over the past few years, ClearView has invested ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

Honan launches reinsurance offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 APR 2021
Honan has announced it will enter the reinsurance market through the launch of Honan Re. Honan Re commenced operations in April 2021, based in Singapore and headed by Honan Asia managing director Eliza White. It will offer facultative reinsurance solutions ...

Multi-boutique launches farmland fund

JAMIE WILLIAMSON  |  TUESDAY, 13 APR 2021
Warakirri Asset Management has launched a new fund, seeded by a European pension fund, providing domestic and offshore institutional investors with exposure to Australian agricultural property. The new Warakirri Farmland Fund will buy, develop and own ...