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Showing 151 - 160 of 1697 results for "Communication"

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
A former police officer and professional athlete say staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief ...

New global chiefs for abrdn, Schroders

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
UK fund managers abrdn and Schroders named their new respective chief executives, both of whom were promoted to the top job. abrdn made Jason Windsor its permanent chief executive after he took the post in an acting capacity in June from Stephen Bird. ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
Tony Keenan has left the $43 billion investment corporation after a seven-year stint as executive manager of corporate engagement. Keenan left the organisation in August and was a core member of Funds SA's close-knit leadership team. Keenan plans ...

FSU campaigns against workplace surveillance

JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2024
... being collected, and the conclusions drawn from it," the FSU said. It said that, in financial services, typically "communication surveillance extends to all communication platforms including telephone, email, Teams, Zoom, instant messaging, corporate ...

Economists hit back at RBA guidance

ELIZA BAVIN  |  TUESDAY, 27 AUG 2024
... Australia (CBA) head of Australian economics Gareth Aird says this guidance is "at odds" with the central bank's communication strategy. "The RBA's recent use of forward guidance is surprising given it sits at odds with the RBA's communication strategy ...

CSC launches series of retirement options

ANDREW MCKEAN  |  FRIDAY, 23 AUG 2024
Commonwealth Superannuation Corporation (CSC) has gone live with its retirement income strategy, unveiling a suite of retirement resources. The super fund said it's among the first to go beyond merely publishing information about what a strategy might ...

Recordkeeping breach costs RBC, BNY Mellon US$85m

KARREN VERGARA  |  FRIDAY, 16 AUG 2024
... registered broker-dealers, and investment advisers. The SEC found "pervasive and longstanding use of unapproved communication methods, known as off-channel communications" among the firms. Staff that included supervisors and senior managers sent and ...

Future Group joins campaign to ban gambling ads

MICHELLE BALTAZAR  |  WEDNESDAY, 14 AUG 2024
Ethical investment groups Ethinvest and Future Group are backing an investor campaign to stop media giants Seven West and Nine Entertainment from running gambling ads. Ethinvest, a financial planning group, and Future Group, the parent company of super ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN  |  MONDAY, 12 AUG 2024
... on the means through which they communicate - with many having a reliance on email over in-person conversations. "Communication skills are one of the biggest challenges for millennial leaders coming up through the ranks in the finance and insurance industry," ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... through death inheritance. "This latest research reveals an interesting dynamic within families, including a lack of communication between the generations on wealth matters," AMP director of retirement Ben Hillier said. "It's also evident that while ...