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Showing 1411 - 1420 of 5853 results for "Profession"

Private equity firm divests Zenith

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
Zenith Investment Partners has been sold to a London-based data feed and technology provider for an undisclosed amount. Private equity firm Five V Capital has divested Zenith to FE fundinfo less than two years after it was acquired. Zenith chief executive ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
The majority of Australians continue to control their finances rather than seek the help of a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent ...

New leadership at Zurich Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
Zurich Life & Investments has made three senior leadership appointments to its group insurance team. Francis Burgess will join Zurich Life & Investments in the newly created role of head of pricing, group insurance. He joins from TAL, where he was head ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
The corporate regulator banned a Gold Coast-based financial adviser from providing financial services for four years and cancelled the associated AFSL for failure to comply with its general obligations. ASIC found that Frederick Steven Ackerman failed ...

Hyperion Asset Management builds out team

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
The fund manager has appointed a head of risk and compliance, general executive, and research associate as it invests in its next stage of growth. Thomas Withers has joined as head of risk and compliance from Northcape Capital where he was in a similar ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
Colonial First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
Financial Standard is expanding its media offering with a new weekly podcast for financial advisers, investment managers and super fund trustees. In addition to discussing the week's biggest news, the podcast will feature interviews with industry ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ...