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Showing 321 - 330 of 799 results for "Covering"

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... particularly the case with the more technical aspects of financial advice," the FCA said. The test will comprise 100 questions covering areas of the CII's existing syllabus, in order of priority for impact on the suitability of advice. "This test ...

AMP Capital hires award-winning stock picker

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
... infrastructure team, as it sees its real assets business grow. Michael Debs will act as a portfolio manager and analyst, covering utilities infrastructure across Europe and Asia on the team. In his most recent role, Debs was a director on Citi's utilities ...

Senior Rainmaker executive to join BlackRock

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... in the development of Rainmaker Live, the company's new software-as-a-service subscription-based research terminal covering financial advice, superannuation and funds management information. His departure comes at a time when Rainmaker is embarking ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... study the new materials for the June and December 2019 examinations. Fintech enters the curriculum at Level I and II, covering technologies and financial applications in investment management, ethics and machine learning. Equity portfolio management ...

Independent planning firm jumps into agriculture

HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
... investigates superannuation investment in Australia's agricultural sector, with a house standing committee accepting submissions covering the practical barriers to superannuation fund investment in Australian agriculture. In its submission to the inquiry ...

CBA should have done more: Federal Court

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... $15 million, which will be applied to the benefit of the community, with the bank set to lose a further $5 million in covering ASIC's investigation and legal costs. In handing down the penalty, Justice Beach said the total of $25 million in payments ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... 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 a range of risk profiles and goals-based objectives. ...

Asset manager hires insto sales director

KANIKA SOOD  |  MONDAY, 9 JUL 2018
... the institutional sales director in June 2017. Prior to this, she was a vice president of global consultant relations covering the US West Coast based in California. In her new role as Legg Mason's institutional sales director, she will report to ...

Infrastructure manager turns up the heat

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... Whitehelm Capital acquired a 49% stake in Kvitebjorn Varme AS, the owner and operator of the district heating network covering Tromso - the largest Norwegian urban area inside the Arctic Circle. Whitehelm said the deal was made on behalf of a consortium ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... part-time study. For those advisers that also hold a postgraduate qualification, simply completing a one-unit bridging course covering the new Code of Ethics will be required. With the related fields comprising accounting, financial planning or advice ...