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Showing 1001 - 1010 of 5851 results for "Profession"

ANZIIF chief steps down

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
Prue Willsford will depart at the end of the year after a decade-long tenure. Leading the organisation through a period of growth, ANZIIF said Willsford has been integral to the improvement of professional frameworks, upholding professional standards ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
The CFA Institute has executed its most comprehensive CFA Program revamp since 1963, in a bid to increase its relevance in today's investment landscape. The CFA Program enhancements aim to better prepare aspiring investment professionals for a rapidly ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
Superannuation is one of the great successes of modern pension systems but as more people live longer, it's financial advice that will need to pivot, the Conference of Major Superannuation Funds has heard. Professionals Congress London Business ...

The four stages of retirement

CHLOE WALKER  |  WEDNESDAY, 22 MAR 2023
When it comes to retirement, the Demographics Group director and co-founder Simon Kuestenmacher believes there are four very predictable stages for super funds to be aware of. Speaking at the Conference of Major Superannuation Funds in Melbourne, Kuestenmacher ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
DASH Technology Group has secured venture capital funding for an undisclosed amount from Australian firm Co:Act Capital. This investment aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial ...

Professionalise sustainability within funds: Panel

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
A panel on the impacts of climate change has heard how, as ESG approaches evolve, super funds must be conscious of their competency in the space and have processes for measuring it. Appearing at the Conference of Major Superannuation Funds, UTS Institute ...

FICAP names new charity partner

JAMIE WILLIAMSON  |  MONDAY, 20 MAR 2023
Funds raised by the Financial Industry Community Aid Program (FICAP) will be donated to Feel the Magic this year, as well as Shine for Kids. Feel the Magic is FICAP's new charity partner, providing early intervention grief education programs for kids ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
Financial advisers in New Zealand are now operating under a new licensing regime that is regulated by the markets watchdog. From March 17, all financial advice providers (FAPs) must hold or operate under a full licence from the Financial Markets Authority ...