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Showing 221 - 230 of 2298 results for "Knowledge"

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... children financially, which we know from AMP's previous research they're keen to do. "Importantly, the sharing of knowledge and insights could help build greater collective financial literacy and confidence within the family unit." The research ...

AustralianSuper manager research head departs

ELIZABETH FRY  |  FRIDAY, 19 JUL 2024
... Rao said. Wahba will seek to build on SGA's long-term institutional relationships in Australia, bringing in-depth knowledge of the institutional market and investors' needs. On joining SGA, Wahba said: "I'm excited to be joining such a strong ...

Adviser exam yields 70% pass rate

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Over 19,692 of 92% of candidates who sat the exam have passed. The exam has three strands. It tests candidates' knowledge of advice regulatory and legal requirements, including obligations under Chapter 7 of the Corporations Act, the Anti-Money Laundering ...

WTW names new head for Australia and New Zealand

ANDREW MCKEAN  |  TUESDAY, 2 JUL 2024
... value proposition around risk and specialisms is gaining traction with clients across Australasia. He added that Baum's knowledge and experience in the region will "supercharge our growth." Baum said he is excited to join WTW at a time of significant ...

Unprecedented vulnerabilities in financial services: KPMG

ANDREW MCKEAN  |  THURSDAY, 27 JUN 2024
... landscape to ensure resilience and business continuity," KPMG said. "Through partnerships, firms can benefit from shared knowledge and enhance their security posture in response to evolving global regulatory demands without having to reinvent the wheel." ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... chief executive officer Emma Sakellaris says for many beneficiaries, windfalls will expose a huge gap in their lack of knowledge about finance and investments. It will mean equipping them with the financial and investment skills to manage, grow, and ...

Future Fund, QIC finalise new deal

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... Amplitel, OneFortyOne Plantations and Tilt Renewables." "Our significant Australian infrastructure footprint, deep sector knowledge and relationships, and local on the ground presence, coupled with our thematic sector centric approach position us well ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas," Activam managing director and founder Robert Talevski said. "The demand has been fantastic, as we stay ...

QIC backs startup investor

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... strong government backing, and excellent universities producing an innovative workforce, is poised for a technology-led, knowledge-based economy. "This presents a promising future for Queensland-led innovation and growth in the technology sector," he ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... they can help their kids. This confidence can be built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime ...