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Showing 1081 - 1090 of 2300 results for "Knowledge"

Advice firm impersonated clients

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Henderson's first meeting with McKenna. Orr asked Henderson if he was aware of the employee's actions. Henderson denied any knowledge. However, during the phone call the employee explains to the super fund representative that she has "been given some ...

One third of Aussies struggling financially

HARRISON WORLEY  |  FRIDAY, 20 APR 2018
... financial wellbeing is largely determined by a person's behaviour and attitudes towards money, not just their financial knowledge and experience, or how much they earn," she said. She added that ANZ will use the results to develop initiatives such as ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... overwhelming and confusing scenarios and solutions. "They are often housed in aged and residential care facilities, and knowledge about creating optimal solutions for them is a vital part of the model. This situation is about to escalate with Australians ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Hugh McNally said the fund manager is delighted to welcome Andrea to advise its board. "Her vision, integrity, deep knowledge of financial markets and overall business acumen will be a welcomed addition to assist our board of directors and facilitate ...

Mercer expands responsible investment team

HARRISON WORLEY  |  THURSDAY, 12 APR 2018
... welcomed the appointments, citing climate change as an ESG risk Mercer was looking to address by leveraging the shared knowledge of the three hires. "We're excited to welcome Max, Tomi and Timothy to our global responsible Investment team," she said. ...

Global pension fund appoints APAC lead

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... supportive collaborator with the investment partners that we work with in the Asia-Pacific region," he said. "Ben's in-depth knowledge of the region will serve us well as we look to grow our investments in Asia-Pacific, and support our portfolio of international ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... complementary strengths," McPherson said. "By combining our teams we'll be able to capture their collective experience and knowledge to help more Australians access affordable advice." Link Fund Administration chief executive Suzanne Holden added: "Link ...

Active managers must explain value better: Formica

DARREN SNYDER  |  TUESDAY, 3 APR 2018
... offered value and it makes it harder. Investment performance is one reason to join [an asset manager] but so is the knowledge and skills base," Formica said. "You need the investment return, that's what you've asked us to do. But you're also asking us ...

PJC doubts life insurance industry can self-regulate

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... that there's strong widespread support for unrestricted APLs that give financial advisers the autonomy to use their knowledge and experience, and exercise their judgement, to recommend the best solution for clients from the 11 or so retail life insurers ...

Pre-retirees confident about nest egg: Poll

KARREN VERGARA  |  MONDAY, 26 MAR 2018
... the study's results speak strongly about the need to improve financial literacy so Australians are equipped with the knowledge to improve their situation - especially by taking action during early life stages to help combat the crisis of confidence and ...