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Showing 2861 - 2870 of 5855 results for "Profession"

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
Boutique wealth firm Sterling Private Wealth is welcoming a new chief executive. David Murray joins Sterling from BT Investment Solutions, where he was a regional practice business manager for the BT Magnitude dealer group. Before that, he was a director ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

Investment trusts receive affordable housing concessions

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
The Government is removing restrictions on managed investment trusts to facilitate new affordable housing developments. Investors will be able to pool funds into a professionally-managed scheme and receive concessional tax treatments assuming that at ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
The interim chief executive of Countplus subsidiary Total Financial Solutions Australia will take on the role permanently. Andrew Kennedy began acting in the role in January of this year, while maintaining the role of general manager, growth. Kennedy ...

From financial advisers to cybersecurity advocates

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
Financial advisers must arm themselves with serious cybersecurity knowhow as more cybercrime networks turn their focus to financial services companies at an alarming rate. Finance professionals will be affected on three fronts: the value of companies ...

Fund managers on fixed income recruitment drive

ALEX BURKE  |  FRIDAY, 5 MAY 2017
Both AMP Capital and Vanguard are ramping fixed income capabilities with new hires and job listings. On April 26, Andrea Jaehne joined AMP Capital as senior credit analyst, financials. She reports to acting head of credit Steven Hur, and will focus ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
... welcomed the appointments, adding the high calibre reflects the reputation the FPA has built in the financial planning profession. "Both appointees put their names forward to independently uphold the high standing of members, and we're delighted to have ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
The CFA Institute believes artificial intelligence, fintech and robo-advice will have the greatest impact on the financial services industry - to the extent it is considering including such topics in its examinations. An overwhelming majority (70%) ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
From predicting election results to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits ...