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Showing 1081 - 1090 of 3861 results for "Dee"

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
Wealth professionals are being encouraged to adjust their advice offering and better serve women or risk missing out on a key growth market. Netwealth's white paper titled Women as the new face of wealth found younger affluent females are engaged with ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ...

Material business risk disclosure needs improvement: ASIC

KARREN VERGARA  |  MONDAY, 13 FEB 2023
ASX-listed companies continue to fall short of disclosing material business risks in their annual reports, according to the corporate regulator. ASIC commissioner Sean Hughes warned company directors to pull up their socks when it comes to improving ...

Rest welcomes super heavyweights

ELIZABETH FRY  |  FRIDAY, 10 FEB 2023
Rest, the industry fund for retail employees has further strengthened its investment team by appointing two high-profile investment professionals. Spirit Super general manager strategy and risk Paul Docherty has arrived as head of portfolio construction ...

Whole of portfolio solutions running hot: BlackRock

CHLOE WALKER  |  THURSDAY, 9 FEB 2023
More and more investors are transitioning to a whole of portfolio approach to manage risk exposures, according to BlackRock head of strategy, multi-asset strategies and solutions Katie Petering. In an exclusive interview with Financial Standard, Petering ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
Alphinity Investment Management has listed two funds on the ASX in a bid to reach retail investors. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that Alphinity deems ...

Link scores admin, technology mandate

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
... The partnership, which finalised on February 7, sees Link providing its services for a 10-year period. RSS chief executive Dee McGrath said: "Our partnership with HSBC reinforces our commitment to lead a digital revolution in the Hong Kong retirement ...

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
Financial advisers should ensure clients are structuring tax appropriately to avoid unwanted attention from the ATO and other authorities, HLB Mann Judd says. HLB Mann Judd said the ATO has warned those transferring funds into Australia to ensure the ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
After almost three decades at the investment firm, head of Asia Pacific equities Geoff Bazzan has announced his retirement. "I have made the difficult decision to leave the business, and will transition out over the next several months, finishing on ...

Inflation remains high priority in 2023: Treasurer

CASSANDRA BALDINI  |  MONDAY, 6 FEB 2023
Battling inflation will be the main economic focus for the government this year. Treasurer Jim Chalmers outlined the government's "major priorities" during his address at the Chifley Research Centre Conference on Sunday and said its going to be a big ...