Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 131 - 140 of 7403 results for "Open"

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... the private markets and alternative investments space, introducing foundational concepts, tools, and techniques needed to open doors, further their careers, and benefit clients." Fernard also flagged that the CFA Institute has plans to roll out additional ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... to 19,172 - 92% of those who have attempted it. The next exam sitting will take place on Thursday, November 9. Enrolments open on October 2 and close October 20. At June end there was about 16,000 advisers in the industry. The exam tests candidates in ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... He added that the global investing environment remains challenging. "Core inflation remains high in many markets, leaving open the possibility of further interest rate rises. At the very least, it would seem any decrease in interest rates may be more ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... being squeezed out. So instead of focusing on candidates who have worked in distribution roles their whole careers, Watson is open to candidates with diverse backgrounds and skill sets. The country head notes that more people are coming to the distribution ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Macquarie flags asset management challenges

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... its $176.47 market close on Tuesday to $170.21 market close on Wednesday. It continued to sink to a low of $170 at market open this morning and has since shifted to $171.16 at the time of writing.

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break. Santiago Burridge remains as a director on the board of Lumiant as the fintech aggressively expands in the US market. Lumiant's US chief ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... existing policyholders, adding that its commitment to claims is unchanged. It said all other Integrity partnerships remain open to new business "at this time." "Protection of policyholders is critical and as such the board has taken the difficult decision ...

Income Asset Management appoints head of sales

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
... Melbourne, and Brisbane. Her remit will also include spearheading IAM's expansion into the West Australian market and to open an office in Perth. "With a growing sales team, Jenna will also be responsible for leading, mentoring and managing the sales ...