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Showing 1121 - 1130 of 11075 results for "SHE"

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... Young, who will be a member of the investment leadership team, will report to TCorp chief investment officer Stewart Brentnall. She has 20 years' experience in the asset management industry, including more than 10 years with Morningstar in Chicago ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... Advisory], the policies that you're able to access - nothing is going to be big enough to cover all of those losses," she said, noting that PI insurers do not insure for illegal behaviour or fraud. "The other issue that we face in this profession ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... and they don't compete with traditional advice. If the opportunity comes to expand that, we will as time progresses," she said. AMP will also launch a digital advice and educational offering in the first quarter of next year. "We still have 30% ownership ...

$3m super tax faces axe, pushed to 2025

MATTHEW WAI  |  MONDAY, 2 DEC 2024
The failure of the government to pass its proposed $3 million superannuation tax last week may well see the measure abandoned. The Division 296 tax could be shelved until after the next federal election, missing out on the opportunity to pass during ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... "It's important for us to remain a viable fund and be able to continue investing in improved member education and services," she said, speaking for the first time since taking the helm of the $7.5 billion super fund. The revamp sees the retirement ...

First Sentier makes leadership appointments

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... Prendiville is based in Singapore and brings over 25 years of asset management experience, with a focus on client service. She has been with FSI for a decade. Before joining FSI, Prendiville served as executive director of institutional business development ...

Objective of super enshrined in law

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... understanding of super. "Ask everyday Australians what super is for, and they'll tell you it's their money for retirement," she said. "The 'Objective of Super' legislation reflects that clear and compelling purpose in ironclad law. It will be a guiding ...

Bullock hints at no rate cut in 2025

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... stay higher for longer as sticky inflation persists. Speaking at a Centre of Economic Development (CEDA) dinner, Bullock said she is regularly questioned about the bank's aggressive interest rate policy. "I am often asked, 'why aren't we ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Abood said. "Bianca has played a key role in helping her clients achieve their financial goals for more than a decade, and she is to be congratulated as this year's FAAA Certified Financial Planner Professional of the Year." On the other hand, Capital ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... the CSLR, which is capped at $150,000. From our perspective, it seems completely unfair but also obviously unsustainable," she said. "This Compensation Scheme of Last Resort should be paying, basically an income guarantee to those clients. The floor ...