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Showing 11 - 20 of 908 results for "Forum"

AFCA tightens wholesale investor remit

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... a Treasury independent review that highlights changes to two categories, AFCA lead ombudsman Shail Singh told the Member Forum this morning. Chapter 7 of the Corporations Act looks at whether an investor is retail or non-retail. "For non-retail investors ...

Alternative assets are the way forward: Forum

CASSANDRA BALDINI  |  THURSDAY, 26 OCT 2023
... alternative investments, says abrdn investment director Raf Choudhury. Choudhury told the Financial Standard Best Practice Forum on Retirement Income in Melbourne today that when it comes to portfolio construction, it's useful to use a broader set ...

ASIC bans former PwC partner over tax scandal

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... decision making by formalising the management leadership team as the enterprise level decision making and risk management forum. Next PwC will look to strengthen risk and conflict management​ and accountabilities by bolstering the voice and mandate ...

Link shakes up board, names super industry veteran

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
... decade and ASSET Super from 1993 to 2010. Lennon is currently a director of Aware Financial Services, the Sydney Financial Forum, McKell Institute, and the Australian People for Health, Education and Development Abroad (APHEDA), an overseas aid agency. ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... insurance industry leader and can have two in-person or virtual meetings. The purpose of these meetings will be to provide a forum for mentorship, learning, support, and advice. CALI chief executive Christine Cupitt said the group is pleased to provide ...

PwC chief executives hold too much power: Review

CASSANDRA BALDINI  |  THURSDAY, 28 SEP 2023
Too much power has rested in the hands of PwC chief executives, who are elected in a presidential-style campaign and, other than maintaining popularity, have unchecked authority, an independent review has found. The report by former Telstra boss Ziggy ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's James Mantella said that achieving a 70% transition of clients and funds under management ...

Returns from agriculture a perfect storm of demographics, demand

ANDREW MCKEAN  |  FRIDAY, 1 SEP 2023
... long-term demand for agriculture. McKay also stressed the significance of a burgeoning middle class in Asia. The World Economic Forum forecasts an increase of 1.5 billion people in the Asian middle class between 2020 and 2030. "These tailwinds underpin ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... chief executive Annick Donat said. "The aim of My Financial Fitness will be to bring qualified, professional advisers into a forum that is more accessible for everyday Australians," said Coleman. Donat said the program will be a way of helping Australians ...