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Showing 121 - 130 of 381 results for "Academic"

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... position. The rest of the board comprises Johnston, UTS Business School director Sarath Delpathitra, Lifespan adviser and academic Halle Yilmaz and Pinn Deavin Group executive chair Michael Pinn.

Asset consultant expands capital markets team

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... management from Columbia University in New York, where he was class valedictorian. "Philip has an impressive professional and academic pedigree and a diverse background of prior roles. He brings an excellent set of skills to the table, including a valuable ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... particularly evident among advisers with more than 21 years' experience. This was because they had typically completed academic qualifications through the Securities Institute of Australia prior to 1998. The SMSF Association has also called upon ...

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy. The levy would be based on a small percentage of earnings for Australians with income of more than $269,000 ($US200,000). ...

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... executive succession. Gale joined the SMSFA in 2012 and became chair in February 2016. He was succeeded by Ralston, an academic with specialist knowledge of financial services and superannuation. Ralston serves on numerous boards, including YBF Ventures ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... is the new independent customer advocate for customers, overseeing products, services and advice. She takes over from academic Dimity Kingsford-Smith, who returned to her full-time role as a law professor at the University of NSW. NAB created the customer ...

PC puts spotlight on lifecycle super products

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... records, taking into account members' thoughts, activities and behavioural responses, which is then layered against academic research. This is combined to get a sense of members' risk tolerance, Holzberger said. QSuper launched its first lifecycle ...

WAM Capital founding director resigns

ALEX BURKE  |  FRIDAY, 6 APR 2018
... committee. "The board is delighted to welcome Dr Ryan as a director," Wilson said. "She is a highly experienced legal academic with exceptional experience in commercial law, corporate governance, finance and technology." WAM currently manages six LICs ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... zero and will get mad at you and take the enterprise value of your firm with that." Noonan said most conversations are academic until an adviser can answer the question whether his or her client has enough for retirement. "What the GDP ratio is in China ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...