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Showing 2471 - 2480 of 5855 results for "Profession"

Findex strengthens Melbourne leadership

HARRISON WORLEY  |  THURSDAY, 28 JUN 2018
Following recent expansion into a new services market, diversified financial services provider Findex has bolstered its business advisory team. Former Deloitte manager Chris Richardson has linked with Findex subsidiary Crowe Horwath Melbourne, as the ...

ASIC not to blame for trust deficit: Shipton

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
ASIC chair James Shipton rejects suggestions that historic inaction by the regulator contributed to the significant trust deficit present in Australia's financial services industry. Appearing before the House of Representatives Standing Committee on ...

YBR offloads legacy wealth subsidiary

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
Yellow Brick Road is selling its wholly-owned investment services business. YBR announced that Yellow Brick Road Investment Services has entered into a book sale and purchase agreement with INPRO Australia. The transaction will see INPRO senior financial ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Best-in-show list addresses insurance gaps

KARREN VERGARA  |  FRIDAY, 22 JUN 2018
... representative of a "high bar," considering the needs of workers that require tailored products or solutions unique to their profession was amiss in the recommendations. Cbus group executive of brand, advocacy, marketing and product Robbie Campo told ...

Record number of Australians seek CFA qualification

KANIKA SOOD  |  FRIDAY, 22 JUN 2018
More than 10,000 Australian candidates have signed up to sit the CFA exams this financial year - a jump of 36% over the previous 12 months. Last year, 7606 candidates registered for the exams held at three test centres in Sydney, Melbourne and Perth. ...

FASEA names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
The Financial Adviser Standards and Ethics Authority appointed a new chief executive from APRA. Formerly general manager of APRA's specialised institutions division, Stephen Glenfield will take on the role from 1 August 2018. He replaces inaugural ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...

AMP Capital appoints portfolio manager

KANIKA SOOD  |  TUESDAY, 19 JUN 2018
A new portfolio manager will join AMP Capital's Sydney offices as a part of its global listed real estate team - the first of two appointments announced today. Anika Minocha will work as a portfolio manager/analyst. She has been chosen from AMP ...