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| | | ... and integrity, that their investments - whether held directly or through fund managers - are valued appropriately, and that risk is clearly disclosed and communicated to members," Constant said. "I want to congratulate APRA on their inaugural publication ... |
| | | | ... Hamish Treleaven, who announced his intention to retire in September. Leanne McDougall has commenced as the interim chief risk officer, reporting directly to chief executive Helen Lofthouse. McDougall has deep expertise in non-financial and financial ... |
| | | | ... Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA said alongside Heyer, StrategyOne has ... |
| | | | ... quality have performed exceptionally well over the past year, while value underperformed. The study found that concentration risk has driven a turnaround with more than half (52%) of investors increasing their allocations to value in the past 12 months ... |
| | | | ... the right strategic recipe, credible leadership, and a solid track record at execution to continue delivering attractive risk-adjusted returns for its members," it said. |
| | | | ... the banks." Constant said that is why ASIC has prioritised better disclosure from super funds so it can properly assess the risk factors. "We look at how conflicts of interest are managed, what is disclosure like, what is the governance like of the entities ... |
| | | | ... any other companies, "and certainly, ASIC will always have an interest in that area". Next year, ASIC will home in on high-risk property schemes. This means ASIC will target financial advisers, lead generators, cold callers, and conflicted directors ... |
| | | | ... remain responsible for complying with their obligations as a licensee, including the general obligation to have adequate risk management processes in place. "We expect that licensees will have measures in place to ensure that due skill and care is taken ... |
| | | | ... director of managed accounts Frances Taylor said advisers and their clients can benefit from true diversification by spreading risk across different countries, sectors, and asset classes. Further, CFS group executive, distribution Bryce Quirk added CFS ... |
| | | | ... Stevens said Creighton has a robust background in portfolio management, trading, macroeconomic and quantitative research, and risk management. "Brad's experience spans across global hedge funds and leading financial institutions. His deep understanding ... |
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