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Showing 211 - 220 of 1436 results for "Comprehensive"

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... responsibility for advice and marketing, creating a continuum of brand awareness, customer engagement, guidance, through to comprehensive advice. Liz McCarthy is becoming chief executive, MLC Expand. She will join the business on July 29, leaving behind ...

Committee calls for 'sick agency' ASIC to be split in half

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
The Senate committee tasked with assessing the capabilities of ASIC says the government should recognise the regulator has "comprehensively failed to fulfil its regulatory remit", calling for a complete overhaul of its structure, powers and how it's ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... services, distribution, and marketing. Arnott Capital co-chief investment officer Kenny Arnott said Channel Capital's comprehensive service offering will ensure its investors continue to receive the highest level of service. "Their expertise in fund ...

Morningstar names new manager research lead

ELIZABETH FRY  |  TUESDAY, 2 JUL 2024
... specialist for policy and advice. As practice leader, Olsen will also support Morningstar's strategy to provide comprehensive superannuation fund ratings that will address fund's fees, features and performance. The new research head brings over ...

Local Aviva Investors managing director to exit

ELIZABETH FRY  |  FRIDAY, 28 JUN 2024
... this new model is in response to growing demand from investors for increased asset class specialisation, creating comprehensive and consistent coverage for Aviva Investors clients across all Asia Pacific markets." Jackson joined Aviva Investors from ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... Investment Consultants rebranded to Genium in March as a full research and consulting firm. "While we provide a range of comprehensive investment consulting services, every client has unique needs which evolve and we pride ourselves on delivering a genuine ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... monitoring this. Firms too will have to manage their use of AI through a combination of robust technical measures, comprehensive understanding of the regulatory environment and continuous oversight." Esler added that large language models (LLMs) can ...

Equip Super to introduce retirement specialists

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... Cameron said. "While other funds simply focus on accumulating super balances, Equip Super has recognised through comprehensive research that those nearing retirement have an unfulfilled need. We feel a medium-sized fund such ours is well positioned to ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... increasing client demand for our expanded capabilities across global equities and fixed income," Ross said. "Providing comprehensive training on diverse investment strategies is a key pillar in how we support our financial adviser partners and investors. ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... recognising core knowledge areas essential for all financial advisers, regardless of their specialty-whether stockbrokers, comprehensive financial advisors, or life insurance specialists. Key areas such as taxation, financial regulation, ethics, and ...