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Showing 331 - 340 of 884 results for "Charter"

Charter Hall acquires $1.6bn property fund manager

KANIKA SOOD  |  WEDNESDAY, 22 AUG 2018
Australian property giant Charter Hall plans to pay $205 million in cash to acquire a fellow ASX-listed property fund manager with $1.6 billion under management. Charter Hall, a group which manages $23 billion, has announced plans to acquire Folkestone ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
The CFA Institute is introducing artificial intelligence, fintech and machine learning to its curriculum as of next year. The Institute updated its subject areas in an effort to arm candidates with the skills and knowledge needed for success in the ...

Westpac names independent director

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
Westpac appointed an international banking executive to its board as an independent non-executive director. Anita Fung joins the banking group on 1 October 2018; she will also join the bank's risk and compliance committee, and its Asia advisory board. ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... representative of AMP Financial Planning. A further 63 single adviser practices sit outside of capital cities across the Charter and Hillross dealer groups. Meanwhile, the beginning of July saw the cancellation of Dover Financial Advisers' AFSL. ...

Franklin Templeton appoints two distribution heads

KANIKA SOOD  |  WEDNESDAY, 4 JUL 2018
... Templeton Investments (FTI). Amy Teh will serve as FTI's head of investment and consultant relations. Teh is a CFA charter holder and prior to starting at CFS in 2012, she was a Wills Towers Watson investment consultant and actuarial analyst. She ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... his partner's companies. Gordon was previously licensed by AMP's Genesys Wealth Advisers from 2010 to 2014; and Charter Financial Planning between 2005 and 2010. Separately, ASIC is forcing Goldman Sachs Australia to pay $500,000 into a community ...

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. ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Zurich - Loving Life app REST Super - member app Social Media Campaign of the Year: Australian Ethical - Australian Ethical Charter Finalists: BT Financial Group - Define Your Future StatePlus - 3Cs Zurich - Facebook Energy Super - Putting the Energy ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... than $23 billion in funds under advice has resigned. AMP confirmed the departure of Neil Swindells, managing director at Charter Financial Planning. Swindells was appointed as managing director in restructure of AMP's advice businesses in March 2017. ...