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Showing 1021 - 1030 of 2300 results for "Knowledge"

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients via a TV screen in the meeting room. ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... to its curriculum in 2019. The Institute updated its subject areas in an effort to arm candidates with the skills and knowledge needed for success in the rapidly evolving industry. Candidates aspiring to become CFA qualified will study the new materials ...

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
... mass exodus of advisers, is indicative of an industry recognising the need for transferable skills, advice and business knowledge post-2024 will be immense. "The emergence of the financial planning professional coach and mentor discipline to facilitate ...

Former Magellan executive appointed to Contango board

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
... Contango Asset Management, given her long and distinguished involvement in the financial services sector and in-depth knowledge of funds management," Amos said. Campbell joins the board ahead of Contango's acquisition of the remaining stake of Switzer ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... curriculum as of next year. The Institute updated its subject areas in an effort to arm candidates with the skills and knowledge needed for success in the rapidly evolving industry. Candidates aspiring to become CFA qualified will study the new materials ...

T. Rowe Price names new APAC distribution head

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
... "Nick's background and expertise in sales leadership, understanding of the Asia Pacific region and demonstrated investment knowledge make him the ideal candidate to lead our growth plan in the region," Keller said. "I am delighted that Nick will take ...

TAL appoints customer operations lead

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
... TAL's distribution channels. He will report to TAL chief operating officer Justin Delaney. "[Paterson] has extensive knowledge of customer facing businesses that he can bring to TAL, having excelled in customer operations transformation across digital ...

NAB director joins global manager

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... Threadneedle Raymundo Yu said. Likewise, Columbia Threadneedle head of distribution APAC, Jon Allen said Giddings brings a deep knowledge of the Australian and New Zealand institutional markets and a proven track record in business development. Giddings ...

Funds SA appoints chair, director

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... joined the board in April 2016. Funds SA has also brought on board Judith Smith as a director. "Smith brings extensive knowledge and experience in investment and funds management, with a strong governance and risk focus," Funds SA said in a statement. ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... co-founder Mathew Keeley in 2016. Keeley will now focus on his role with GROW but will work with Profile to keep his knowledge of the advice industry current, retaining his Certified Financial Planner designation. Speaking to Financial Standard, Profile ...