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Showing 111 - 120 of 2284 results for "Knowledge"

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... the compliance regime. AIOFP executive director Peter Johnston said: "We were all impressed with the Minister's knowledge of our profession, you may recall he was Minister Shorten's adviser with FoFA leading into the 2013 Federal Election. I ...

Up to two million Aussies could face super tax: FSC

MATTHEW WAI  |  FRIDAY, 6 JUN 2025
... absence of indexation is a deliberate and cynical design feature of the new tax, that targets younger Australians, in full knowledge that Australia's deteriorating financial position means future governments will be too cash strapped to introduce indexation ...

Australian Ethical names head of equities

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... Ludovic Theau said Parkin's appointment is another milestone in execution of its strategy. "Nathan brings a depth of knowledge and expertise in responsible investment leadership, and his appointment builds on the exceptional talent we already have," ...

Islamic finance industry association established

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUN 2025
... consumers and making continuous improvements to meet those expectations. IFIA will also look to foster and strengthen the knowledge and understanding of Australians on the ethical nature of Islamic finance and the benefits and value it can provide."

ANZ Staff Super loses investment head

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Carolyn Tait takes on the newly established member experience lead position. McKinstray brings considerable institutional knowledge, having served as a member-elected director for several years alongside extensive ANZ Bank experience across customer ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... asset management, institutional sales, and manager research. A QIC spokesperson said: "Tracy brings a strong network and knowledge of the Australian institutional investor market, with a strong record of driving sales strategy and client relationships." ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... expand into new segments. I firmly believe they have the right combination of sophisticated investment offerings and knowledge to provide UHNW clients and their advisers with expert solutions," he said. "I look forward to supporting the business on its ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... needs change. Entireti chief executive Neil Younger said the industry has a social and moral obligation to share its knowledge and collaborate to make quality advice accessible and affordable. "We know that quality financial advice changes lives and ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... record some of his clients' consent to his withdrawal of the ad hoc fees. However, ASIC found Valvo's clients had no knowledge of the ad hoc fees, did not sign the forms and did not consent to the withdrawal of the fees from their accounts. Valvo also ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
... disguise the fact she was funnelling client money into a bank account held in her company's name, Colisa, without their knowledge. It also alleged she misled her licensee at the time, Ballast Financial Management, and clients into believing she had ...