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Showing 911 - 920 of 1372 results for "Harris"

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
Delegates today heard the impending Royal Commission into aged care could serve as a catalyst for more Australians to access financial advice. While presenting a focus session on the new age of aged care, Challenger technical services manager Sean Howard ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth. Salt took the conference audience through ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
A Wealth Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...

Former Perpetual staffer joins Nanuk

HARRISON WORLEY  |  TUESDAY, 9 OCT 2018
Nanuk Asset Management appointed a veteran analyst and portfolio manager to its Sydney-based team. Jane Henderson has come on board as an investment analyst, with a remit to help the firm find and invest in companies befitting the boutique's unique ...

ASIC provides relief for naked short selling

HARRISON WORLEY  |  TUESDAY, 9 OCT 2018
ASIC provided legislative relief to ETF market makers, alongside changes to short selling laws. With ASIC instruments due to expire, the corporate regulator issued a short selling instrument, which it said continues the effect of those instruments due ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Mason Stevens has launched a global equity separately managed account within its investment and administration service. Franklin Templeton Investments Australia's Franklin Concentrated Global Equity Ex-Australia Model Portfolio SMA suits investors seeking ...

Nikko AM supports climate change agenda

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
The $310 billion asset manager is supporting global investor efforts to address climate change through The Investor Agenda. Nikko Asset Management (Nikko) said it was supporting efforts towards commitment to the four areas of impact under The Investor ...

CBA fires up over Dollarmites criticism

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
Commonwealth Bank has responded to widespread criticism of its longstanding Dollarmites program. Executive general manager of the bank's retail arm, Mark Jones said CBA is proud of its school banking program, which has been running now for 87 years. ...