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Showing 181 - 190 of 564 results for "Kate"

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
Link Fund Solutions has appointed a new chief operating officer as part of what it says is a broad transformation of the business. Peter Sipek has been appointed chief operating officer. He has more than 30 years' experience in financial services most ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from the Tax Practitioners Board, ASIC's Kate Metz ASIC and FPA chief executive Dante De Gori also appearing. Glenfield was a late addition to the regulatory update ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... engagement at Integrity Compliance and part of her role sees her auditing AFSLs for compliance. She took to the stage with Kate Fellows, director of The Professional Planner, to highlight some of the practical compliance issues facing paraplanners. The ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
... regional and remote areas thanks to a new in-house telephone advice service supported by Link. LGIAsuper chief executive Kate Farrar told Financial Standard that Link was qualified to assist members with a broader range of topics than the fund could ...

First Sentier bolsters responsible investment team

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
... responsible investment team with the appointment of a former Sustainalytics executive. The global investment manager appointed Kate Turner as a responsible investment specialist in its Sydney-based team. Her appointment will support the firm's investment ...

Industry embraces Mental Health Month

ELIZABETH MCARTHUR  |  TUESDAY, 1 OCT 2019
... individual's needs," Hare said. The business has also engaged a third party to run a wellbeing session. "We're working with Kate McKenna from Next Evolution Performance to run a session on the five elements of wellbeing - energy, community, career, financial ...

Climate policy more than divesting: UniSuper

HARRISON WORLEY  |  TUESDAY, 27 AUG 2019
... an investment thesis and the best minds in the world are struggling with this." Fidelity International portfolio manager Kate Howitt said unfortunately environmentalism had become a luxury good. Up when things are good, down when things aren't. "When ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... them as a commodity." While exits were always expected, national chair of AFA Inspire and co-chief executive of Multiforte Kate McCallum is concerned so few new advisers have entered - particularly in light of the new educational standards which include ...

Industry fund names new CIO

KARREN VERGARA  |  FRIDAY, 16 AUG 2019
... Suncorp Group. Rieck relocates to Queensland-based LGIAsuper to head up the $13 billion portfolio. LGIAsuper chief executive Kate Farrar said Rieck is a highly skilled and innovative investments chief, with considerable experience running investments ...