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Showing 91 - 100 of 717 results for "Glen"

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
The financial adviser exam pass rate continues to dwindle as less than two-thirds of financial advisers passed the July exam sitting. The Financial Adviser Standards and Ethics Authority announced yesterday that 60% of the 1963 candidates passed the ...

Multiple accounts already in sharp decline

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... system has reduced the number of lost and inactive super accounts by 13 million since 2015," ASFA deputy chief executive Glen McCrea said. Despite the significant reduction in multiple accounts, the number of lost and inactive accounts held by the ATO ...

Bennelong launches emerging markets strategy

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... It holds up to 80 stocks and benchmarks the MSCI Emerging Market Index. Edinburgh-based Skerryvore lead portfolio manager Glen Finegan said the fund does not invest in Chinese education, media, or internet businesses because of the governance compromises ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Goldman Sachs has made two key appointments to lead its planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have ...

New emerging markets ESG fund at Dimensional

JAMIE WILLIAMSON  |  FRIDAY, 23 JUL 2021
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter. In what Dimensional says is one of the first of its kind in Australia, the fund manager has launched the Emerging Markets Sustainability ...

Consultation opens for approved courses

KARREN VERGARA  |  TUESDAY, 20 JUL 2021
The Financial Adviser Standards and Ethics Authority is taking feedback on new degrees and courses that should be recognised as prior learning. The consultation period, which opened on July 19 ends on July 30, is seeking to approve a number of several ...

Top economist Don Stammer to fund UNE scholarship

MICHELLE BALTAZAR  |  FRIDAY, 16 JUL 2021
Before he was an investment banker and economist with an enviable career spanning more than half a century, Don Stammer was just a 'Vacy boy' trying to beat the odds. He pays it forward this year with a university scholarship program, held in ...

ROA relief guidance released

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
ASIC and the Financial Adviser Standards and Ethics Authority have provided further guidance on how advisers can use Records of Advice to make the most of the temporary measure. The corporate regulator and FASEA said the guidance and case study they ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also ...

Deutsche Bank appoints local chief

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
Deutsche Bank has named who will lead its Australian business one year after former incumbent Anthony Miller left for Westpac. Glenn Morgan takes the helm as chief executive, a role he's been acting in since July 2020. Morgan has been with the European ...