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Showing 3671 - 3680 of 19414 results for "One"

Super fund chair outlines future strategy

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... and in the 12 months to June 30 saw a return of 21.45% in super and 24.16% for the pension option. Catholic Super was also one of the founding funds of the Australian Council of Superannuation Investors. As part of the funds' increased commitment ...

Governance Institute of Australia names chair

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... Andrew Leake, who was president and chair for eight months. Vamos has a litany of board and executive positions to her name, one of which is leading the Association of Superannuation Funds of Australia (ASFA) for nearly nine years. She is also a former ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals (AIOFP) merge to create one body. "Our only parting comment would be that we would encourage the FPA, AFA, AIOFP and other smaller member associations ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... succeeding Mark Rantall. De Gori hasn't had the easiest job over the years, leading the industry body through what has been one of the most tumultuous times for financial advice, including the Royal Commission and subsequent regulatory reforms, increasing ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... ESG factors into our investment process across each of our investment strategies. Our ESG strategy was formalised in 2008, one of the earliest for Australian-based boutiques, when the Board approved the first ESG policy and we became a signatory to the ...

New emerging markets ESG fund at Dimensional

JAMIE WILLIAMSON  |  FRIDAY, 23 JUL 2021
... suite is being expanded with the introduction of a new emerging markets fund with an ESG filter. In what Dimensional says is one of the first of its kind in Australia, the fund manager has launched the Emerging Markets Sustainability Trust. The new fund ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... professional advice are major drivers of the formation of "super firms" and leaves plenty of buying opportunities. A super firm is one that has strong demand for professional advice amid weak supply; generates attractive advice margins; and is underpinned ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... Statement of Advice of 15 licensees and 1980 financial advisers. Of the 5000 SOAs produced between 1 July 2019 to 15 May 2021, not one mentioned a home equity release or reverse mortgage as a strategy for consideration. The most dominant pieces of advice ...

Companies failing harassment victims: ACSI

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
... which Julia Szlakowski - a private equity specialist - recounted harrowing instances of harassment throughout her career. One of Szlakowski's examples of harassment involved an older male colleague informing her on a work trip that she would have to ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... provide an always available and omni-present reminder of the adviser, evolving and supporting the relationship from a physical one to a digital one," Heine said.