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

Search Results

Showing 1671 - 1680 of 7608 results for "Know"

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
... understand and we're spending a lot of time educating advisers, which is great because it gives us the opportunity to really know our clients and gives the adviser another conversation to have with their clients."

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Research house Lonsec has grown its sales team, including appointing a new head of sales. John Burton steps into the head of sales position. He was previously national sales manager at OnePath before more recently establishing his own wealth firm - ...

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
AMP is forging ahead with its planned demerger that is due to take effect in the first half of 2022. AMP chief executive Alexis George is confident that AMP and AMP Capital's Private Markets business, otherwise known as PrivateMarketsCo, will become ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial chief advice officer Andrew Kennedy said he looks forward to working with the firm again. "It's pleasing to know that the investments we are making in simplifying and enhancing the advice delivery process are being recognised by our adviser ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ...

ACCC not opposed to NAB, Citi deal

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The ACCC will not oppose the acquisition of Citigroup's Australian consumer business (Citi) by NAB after a review found the transaction would not substantially lessen competition. The review focused on competition in the supply of credit cards, as Citi ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

Super funds failing three-day transfer requirement

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Trading platform Stake - which has a DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have ...

APRA questions trustees on financial resilience

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... retain access to adequate financial resources, including when unexpected costs arise. "In light of recent changes, we want to know more about how adequately resourced trustees are, how they are making financial projections in business planning practices ...