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Showing 91 - 100 of 208 results for "Lisa"

CFA exam results out, record participation

KRISTI CHENG  |  THURSDAY, 22 AUG 2019
... importance of the highest standards of education, ethics, and professionalism," said chief executive of CFA Societies Australia Lisa Carroll. Finally, female participation in the program has more than doubled over the past five years, according to CFA ...

Industry fund appoints advice GM

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
... regulatory changes and to best service its members. Moving up to the role of general manager, distribution and advice is Lisa Palmer who was formerly the head of financial planning at the fund. Palmer will now be responsible for business development ...

No single solution for advice: CFA

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... professionalising the industry regardless of which party is in government post May 18." CFA Societies Australia chief executive Lisa Carroll added a ban on vertical integration was not yet warranted - although customers should be made aware of the relationship ...

Superannuation, insurance expert joins EY

KARREN VERGARA  |  FRIDAY, 29 MAR 2019
A superannuation and insurance specialist has joined Ernst & Young as a partner. Lisa-Marie McKechnie was appointed partner of the financial services law division after spending nine years at law firm Mills Oakley, where some of clients included Hostplus ...

Mercer names platform provider for direct super investments

JAMIE WILLIAMSON  |  THURSDAY, 31 JAN 2019
... thrilled to be able to provide that service in partnership with Mercer," OneVue executive general manager, platform services Lisa McCallum said. "This partnership affirms OneVue's strategy over the past year and our commitment to driving up superannuation ...

ASIC appoints to disciplinary panel

KANIKA SOOD  |  FRIDAY, 30 NOV 2018
... market integrity rules. Macquarie Securities' head of US cash equities Dan Ritchie, Morgans institutional adviser for equities Lisa Shand, Credit Suisee derivatives trading's John Manchee and Goldman Sachs electronic trading executive director Ian Jones ...

Industry fund appoints risk executive

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
... superannuation fund recently welcomed a former Energy Super compliance specialist to lead its risk and governance function. Lisa Swenson joined Intrust Super as executive manager, risk in October. In doing so, she succeeds former Mercy Super chief executive ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... Australia appointed its first national chief executive in an effort to boost engagement with members and the investment industry. Lisa Carroll will focus on delivering greater member value and supporting the growth and recognition of the CFA designation ...

OneVue and boutique fund manager ink platform deal

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... Allan Gray Australia chief operating officer JD de Lange said. Likewise, OneVue executive general manager platform services Lisa McCallum said the platform provider is delighted to be enabling greater customer experience to complement Allan Gray's investment ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... partnership as significant for Mercer in the retail advice market. Meanwhile, OneVue executive general manager of platform services Lisa McCallum said: "The Nextplan private-label platform represents an innovative alliance between OneVue, Nextplan and ...