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Showing 2451 - 2460 of 5853 results for "Profession"

Bennelong adds distribution executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Bennelong Funds Management expanded its sales team with the appointment of a new institutional distribution lead. Formerly of Arnhem Investment Management, Natalie Kulakoff has taken on the role of institutional distribution executive at the $10 billion ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... accept that higher professional standards are vital for the financial planning industry to be truly recognised as a profession, he said. One-in-four said FASEA's proposed professional standards and education framework will have a negative impact ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... said. Greater flexibility for new entrants to complete university study and still be able to enter the financial advice profession has been suggested, with George saying the proposed pathway for new entrants is too rigid and may starve the industry of ...

Real estate investment veteran to depart

HARRISON WORLEY  |  MONDAY, 16 JUL 2018
The head of strategic partnerships at a $60 billion real estate investment manager will retire at the end of the year, bringing a 40 year career at the firm to a close. Ian Mackie is set to retire from LaSalle Investment Management at the end of this ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
The Financial Adviser Standards and Ethics Authority released its draft guidance on the five key areas existing financial advisers will be tested on under the new education requirements. FASEA is proposing tthe Financial Adviser Examination assess the ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... order to help others, advisers need to first focus on securing their own wellbeing. "I am big believer that in any profession where you are giving and helping others, you need to take care of yourself first," she says. "Your cup doesn't need to be ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
The Institute of Managed Account Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
Rainmaker research says the managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. ...