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Showing 401 - 410 of 1037 results for "Panel"

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... of savers don't know which types of financial products they will invest in more over the next 12 months. In his half-hour panel discussion, Greco also touched on ESG investing. "Integrating ESG in our investment processes makes them more effective and ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... Fabris led the development, drawing from adviser input collected for the job. "We conducted extensive beta testing with a panel of advisers and witnessed dramatic improvements in the information capture process, which saw higher overall completion rates ...

Former Macquarie advisers banned

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... office. Both held these roles from November 2007 to June 2017. The corporate regulator's new Financial Services and Credit Panel found Landau and Campbell had deliberately engaged in conduct that was dishonest and involved knowing and willful contraventions ...

Industry fund cuts property portfolio emissions

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
A $46 billion industry fund is aiming to slash its property portfolio emissions to zero by 2030. Cbus chief investment officer Kristian Fok laid out a roadmap of what the fund wants to achieve at the recent Global Climate Action Summit held in San Francisco. ...

Best-in-show super fund list should be 11: WSSA

KARREN VERGARA  |  TUESDAY, 11 SEP 2018
... recommended a best-in-show shortlist of default funds for members who are new to the workforce. The list, selected by an expert panel, would empower members to choose their own product, it said. Members won't be forced to pick from the shortlist, but ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked at an adviser panel at the Financial Standard Best Practice Forum on Managed Accounts in Melbourne this morning. "We think advice businesses will ...

Trustees caught in a balancing act

KARREN VERGARA  |  THURSDAY, 6 SEP 2018
... aware of, or may have been obscurely notified about. Pendal Group chief executive Richard Brandweiner, who also spoke on the panel, said trustees face fundamental challenges other than meeting regulation. Often what stands in the way of trustees' ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... asset allocation decisions are implemented within a managed account framework. The one-day forum kicks off with an adviser panel session on the impact of transitioning to managed accounts and ends with another adviser panel session looking at operational ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... change the best advisers in our industry are making to the lives of their clients." Finalists will present to a judging panel in September about their business achievements, community involvement and views on mentoring, education, gender diversity and ...

Aurora takes acquisition bid to Federal Court

KARREN VERGARA  |  FRIDAY, 3 AUG 2018
... Aurora Funds Management will take its acquisition bid for Molopo Energy to the Federal Court of Australia after the Takeovers Panel decided to put the brakes on the transaction. Aurora has applied for a judicial review of the panel's decision, which ...