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Showing 1011 - 1020 of 4752 results for "TAL"

The challenge of articulating value of ongoing advice

CHLOE WALKER | WEDNESDAY, 23 NOV 2022

A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...

Never been more optimistic: Abood

CASSANDRA BALDINI | WEDNESDAY, 23 NOV 2022

Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

Perpetual appoints head of equities

ANDREW MCKEAN | MONDAY, 21 NOV 2022

Perpetual has promoted Vince Pezzullo to head of equities within Perpetual Asset Management Australia. Pezzullo's appointment follows the resignation of current head of equities Paul Skamvougeras. Despite his departure from the role, Skamvougeras ...

JANA names new principal consultants

ELIZABETH FRY | FRIDAY, 18 NOV 2022

JANA Investment Advisers has promoted four staff members to principal consultants, including Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly ...

ASX dumps CHESS replacement project

JAMIE WILLIAMSON | THURSDAY, 17 NOV 2022

More than seven years on from when talk of a CHESS replacement began, the ASX has confirmed it will go back to the drawing board, writing off about $255 million in investment already made. The bourse first touted it would look to replace CHESS in February ...

Financial services sector reports highest rates of burnout

CASSANDRA BALDINI | WEDNESDAY, 16 NOV 2022

New data reveals 64% of banking and financial services employees have felt burnt out or emotionally overloaded from work in the last 12 months. Slack APAC research titled Leadership and the war for talent surveyed 1000 knowledge workers in Australia. ...

Insignia revamps wrap platform

ANDREW MCKEAN | MONDAY, 14 NOV 2022

... MLC Life Insurance has been added to the retail insurance offer for super clients, to complement the existing panel of AIA, TAL, and Zurich. Among other changes developed in partnership with advisers, clients now have the option of choosing their preferred ...

Super heads support capping retirement balances

ANDREW MCKEAN | THURSDAY, 10 NOV 2022

At the Australian Financial Review (AFR) Super and Wealth Summit, super fund chiefs agreed that the tax concessions on bloated retirement savings accounts should be trimmed. The panel on the strategic directions for super consisted of Mercer Australia ...

TAL launches Professional Year platform

CHLOE WALKER | WEDNESDAY, 9 NOV 2022

... unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial advisers and new ...

Equipsuper investment chief on re-energising his team

ELIZABETH FRY | MONDAY, 7 NOV 2022

In anticipation of a recession, Equipsuper chief investment officer Andrew Howard says the revamp is the culmination of a six-month drive to get the right people in place. Providing an update to Industry Moves, Howard says he's confident the fund ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Christian Mueller-Glissmann

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Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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