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Showing 921 - 930 of 2042 results for "TAI"

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
The growing demand for aged care planning will shift financial advisers' service offering and provide a new source of revenue in the medium-term, a joint study by Aged Care Steps and Swiss Re reveals. The research, which explored the challenges and ...

Derivatives costly and ineffective: Research

KARREN VERGARA  |  MONDAY, 29 JAN 2018
The majority of superannuation pension products eschew derivative strategies due to high costs and lack of effectiveness, latest research shows. Only one-third (37%) of superannuation funds in Milliman's latest survey are using derivatives to protect ...

Aberdeen LIC internalises management

ALEX BURKE  |  THURSDAY, 25 JAN 2018
Following on from the decision to remove Aberdeen Asset Management as investment manager in October, Aberdeen Leaders Limited (ALR) has named its internalised investment team and unveiled a new name for the listed investment company. ALR chair Brian ...

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
Paradice Investment Management is welcoming a new portfolio manager to its mid-cap team. James McBeath joins Paradice from Northcape Capital, where he was an analyst for three years and then a portfolio manager for mid and small-caps. Before that, he ...

Macquarie adopts open banking solution

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
Macquarie customers will be one of the first to test the new open banking regime with the help of a fintech. Retail finance solutions provider Zip Co, which operates under its zipPay and zipMoney brands, will allow Macquarie customers to add banking ...

ASIC cancels AFSL, accepts EU

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
ASIC has accepted an enforceable undertaking from a Queensland financial planning business and cancelled its AFSL. The EU also means Breakaway Finance Group's sole director Mark Roberts will remove himself from the industry for at least two years. Following ...

Pre-Christmas delivery

BENJAMIN ONG  |  THURSDAY, 21 DEC 2017
So let it be re-written, so it's been passed. "I promised the American people a big, beautiful tax cut for Christmas. With final passage of this legislation, that is exactly what they are getting." (Donald Trump) The US Congress passed the long-awaited ...

Former Paradice executive takes on chief operating role

JAMIE WILLIAMSON  |  TUESDAY, 19 DEC 2017
A boutique Australian equities manager has appointed a new chief operating officer from Paradice Investment Management. Paradice's former head of client services Tarren Summers has joined Glennon Capital to "implement and contribute to the determination ...

J.P. Morgan secures $3.5bn custody mandate

ALEX BURKE  |  WEDNESDAY, 13 DEC 2017
Cementing its position as Australia's largest provider of custodial services, J.P. Morgan has won a mandate to manage $3.5 billion in insurance investment assets following a competitive tender process. Genworth Group, which offers mortgage lending insurance ...

Russell wins consulting mandate from $700m super fund

ALEX BURKE  |  WEDNESDAY, 13 DEC 2017
A super fund has transferred $700 million in assets to Russell Investments' implemented investment consulting service. NESS Super, which represents over 14,500 NSW-based employees in the electrical contracting, communication and associated industries ...