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Showing 81 - 90 of 267 results for %22St James Place%22

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
... given points in time right now there are markets that [have] better value. Places like Japan for example look pretty cheap." James Kingston, BlackRock director and head of portfolio analysis and solutions across Asia-Pacific, said investors need only ...

Fidelity adds US equities exposure

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
... stocks as it increases exposure to US equities in its multi-asset strategies. Fidelity's multi-asset chief investment officer James Bateman said US value stocks are looking attractive after years of muted returns and he sees strong upside to them with ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
Highlighting the point ASIC chair James Shipton made about slow and delayed responses from Australia's financial institutions, a bank's financial advice subsidiary has sought an extension to complete a major report as part of its enforceable undertaking. ...

Government to ban default life insurance in super

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... the ATO." These changes will take effect from 1 July 2019. Speaking to Financial Standard, SuperEd chief customer officer James Coyle described the removal of exit fees as "unequivocally good." "They're often attached to legacy products, and in a default ...

Powerwrap adds top industry names

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... having joined in 2013. Assuming the role of chief operating officer, former Morgan Stanley head of investment solutions James Edmonds has also joined the platform. He has previously held roles with AllianceBernstein and State Street. Powerwrap chief ...

Placer Property launches new fund

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... With the third, the firm now has assets under management of about $120 million. Placer Property's two new directors are James Walsh, joining as non-executive chair, and Janette Kendall. Walsh is a chartered accountant who has held roles at Arthur Andersen ...

Charter Hall, ISPT boost property portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
... office space and mostly retain the existing above ground carpark which provides about 380 car spaces. CHOT fund manager Trent James said the trust's investment and exposure to Melbourne's CBD continues to grow through its "existing portfolio of high ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... has now agreed to refrain from providing financial services. The regulator has accepted an enforceable undertaking from James Fraser as a result of failures to act in the best interests of his clients. A review of Fraser's client files found that he ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... financial advice, placing advisers in the same stead as accountants, doctors and lawyers. AFA Adviser of the Year finalist Glen James from Fortify Financial says: "We need to get on with it and lift our game as a profession. There are no longer any excuses ...

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
PM Capital has appointed a sales director for the Queensland region. James Noone was previously head of sales and marketing at Financial Advice Matters. Prior to that, he held a similar role at FTS Personal Advice, and has also worked at TAL, Aviva ...