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Showing 1301 - 1310 of 5853 results for "Profession"

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
The diversification strategy of Sequoia Financial Group's licensee services business has delivered strong results in the interim reporting period. The professional services division, which provides licensed services to financial advisers, as well ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
The latest Natixis Investment Management professional fund selector survey reveals what fund selectors at leading wealth management, private bank, and insurance platforms around the world are looking for. The survey asked 436 fund selectors what they ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

CFA Institute says focus on culture

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
A new report from the CFA Institute has found that the culture of investment organisations often constrains innovation. The report, titled The future of work in investment management: changing organisational cultures, offered a series of recommendations ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
Sequoia Financial Group announced the appointment of three executives to bolster its national advice network. Barry Strapps has joined as regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Synchron added a new state manager to its network to cover South Australia and Northern Territory. Emma Crothers joins as the South Australia and Northern Territory state manager, based in Adelaide. She most recently ran her own consultancy Fusion Practice ...

Co-founder departs Future Super

ELIZABETH MCARTHUR  |  FRIDAY, 11 FEB 2022
One of the co-founders of environmentally friendly superannuation fund Future Super has departed after eight years. Adam Verwey, who founded Future Super with Simon Sheikh in 2014, has left the fund. "Adam is taking time out to take a break and travel ...

ASX chief steps down

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
The chief executive of the ASX has resigned from the post as the company grapples with a long-delayed transformation project. Dominic Stevens is stepping down from the dual roles of managing director and chief executive after nearly six years at the ...

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... key role is to be the key connection between the practitioners on the ground and the board and governments in this profession," Jacovides said. This will be made possible by bringing together the AFA's sub-communities Genxt, a network of aspiring advisers ...

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... progress in the ongoing debate about individual licensing and what more can be done to attract new entrants in the profession.