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Showing 2621 - 2630 of 5853 results for "Profession"

Equity factor investing undergoes further examination

DARREN SNYDER  |  MONDAY, 29 JAN 2018
Investment professionals believe there is a need to better control the risks associated with dynamic equity factor investing, according to latest EDHEC-Risk Institute and ERI Scientific Beta research. Between June and September 2017, more than 110 global ...

AI threatens financial services workers: Report

KARREN VERGARA  |  MONDAY, 29 JAN 2018
An overwhelming number (83%) of Australian financial services workers are concerned artificial intelligence (AI) technology will take over their jobs. That's according to technology and consulting firm Infosys' Leadership in the Age of AI report, which ...

Lead portfolio manager named for new international LIC

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
A former employee of Wilson Asset Management will lead its new listed investment company, WAM Global. Catriona Burns has been appointed lead portfolio manager of WAM's new global equities LIC, commencing mid-February and investing in undervalued international ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

ASIC's interpretation of best interest duty falls short: FSC

ALEX BURKE  |  THURSDAY, 25 JAN 2018
In responding to ASIC's report on adviser conflicts of interest in vertically-integrated institutions, the Financial Services Council suggested the regulator's interpretation of the appropriateness of advice could use some adjustments. Specifically ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... articulating the areas of improvement or change, highlighting possible unintended consequences to the public and the profession," he said. The FPA will continue to advocate for a system that appropriately recognises the extensive education that most ...

Infrastructure investment needs rethink

DARREN SNYDER  |  WEDNESDAY, 24 JAN 2018
Infrastructure investors which become heavily involved in infrastructure development must reconsider investment approaches in 2018 as tried-and-tested project management models do not fit modern demands. Global infrastructure financing firm AECOM recently ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
Australia's ETF market could have fee-for-service financial planners to thank for its ongoing growth. Total funds under management for ASX-listed ETFs increased 44.2% in the 12 months to November 2017 to hit a record $35.5 billion. Researcher Cerulli ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... responsibilities of an adviser being overshadowed by the increasing need to act as a financial coach to clients. "Our profession used to be built on having information that individuals could not access easily. With the abundance of information readily ...