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Showing 201 - 210 of 1231 results for "True"

Ray Dalio bows out of Bridgewater

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... made it. Hopefully, until I die, I will continue to be a mentor, an investor, and a board member. That's a dream come true," Dalio said.

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... research that points to the SOA adding little value. "With years of evidence clearly indicating that SOAs do not hold the true value of advice for most consumers, and with the traditional advice industry placing so much emphasis on the value resonating ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... and there is no date by which it will be, we can no longer tell young students they will be joining a trusted and respected true profession."

New SSGA chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... investment capabilities, entered new markets and strengthened the business' data and technology infrastructure. She also brings a true commitment to fostering a culture of inclusion, collaboration and product innovation," he said. Hung added: "I am excited ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... commit to being involved in shaping the professional policies, governance, processes, so that financial planning becomes a true profession run by advisers, like other established professions run theirs," Neilson said. To date, little systematic research ...

Anton Tagliaferro announces retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... contribution to the business. "Under Anton's leadership, Investors Mutual investors have benefited from the consistent and true-to-label 'quality and value' investment style that Anton has embedded into the business," he said. "While in some ways it ...

JANA announces Sustainability Advisory Council

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... is precisely why we've appointed council members from backgrounds and perspectives outside of institutional investment. A true collaboration of both experts in sustainability and influencers in investing is the most impactful way we can achieve necessary ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
ASIC surveillance of managed funds' marketing materials has found several instances of inadequate warnings or disclaimers related to performance and downplaying of risks, leading 13 providers to make amendments. To date, 13 responsible entities or trustees ...

Martin Currie promotes analysts

CASSANDRA BALDINI  |  WEDNESDAY, 31 AUG 2022
... clients. "With his understanding of the funds management industry through his financials research coverage, and keen interest in true fundamental insights, Matthew is perfectly placed to evolve the Active Insights strategy," Birtles said. Birtles added ...

ASIC issues warning over brokers' high-risk offers

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... case of possibly misleading statements about cost, Press said: "We are concerned that 'zero brokerage' claims may not be true to label where the service is 'bundled' with other products or services that effectively subsidise brokerage and cause retail ...