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Showing 1 - 10 of 2985 results for %22Professional Year%22

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... AustralianSuper, QBE Insurance, QIC and Qantas Super. In the job advertisement, Cbus said it is looking for an investment professional to help build a stronger capability in portfolio management, including the setting and monitoring of investment objectives ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... continue to listen and improve the product to match our needs," he said. The partnership will also see Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... report to newly appointed Jacobsen, who has been given a mandate to accelerate the company's growth and "redefine how professional advisory businesses deliver value to clients." Jacobsen will lead a 1250-strong workforce, which includes the team from ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... noted that philanthropy is the primary method to engage the next generation, with a third also requiring external professional experience," the study found. "Internationally, family offices claim that involvement in the family business is most common ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending and confidence. "There is a clear need for some ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
... general meeting to remove Crole and non-executive director Kevin Pattison as directors, replacing them with head of professional services Brent Jones, and former Xplore Wealth chair Peter Brook. "The objective of this process is to focus on streamlining ...

Institutional investors eye increased exposure to Vietnam

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... Vietnam over the next three years, with 42% anticipating a dramatic rise. Moreover, the research found that 99% of professional equity investors interviewed agree that frontier markets can offer attractive diversification benefits compared to emerging ...

ESG professionals' salary guide revealed

ELIZA BAVIN  |  WEDNESDAY, 24 APR 2024
... switch, the newest Kaizen Recruitment salary guide found. The survey found there were multiple reasons why an ESG professional might be considering a role change. Salary increases and career development continued to be leading motivators, with 37% and ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ...
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