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Showing 4651 - 4660 of 12409 results for "Focus"

Helping everyone helps women

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
New research from UTS Business School has highlighted successful changes businesses have made to increase the participation and advancement of women. The report focussed on industry archetypes where women do not progress through the talent pipeline. ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... become more important as planning grows more central to the value advisors deliver to clients and as the industry puts more focus on ensuring investment plans are best suited for each client's unique goals and circumstances. "This is an investment ...

Regulator clamps down on misleading ESG fund names

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... using misleading names under the Investment Company Act in the US which requires that funds with a name suggesting they focus on a particular kind of investment invest at least 80% of assets accordingly. The rules about fund names have not been amended ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
The government's plan to implement recommendations from the Royal Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at ...

EQT bolsters board

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Equity Trustees has appointed an award-winning women's advocate and current RBA director to its board. Carol Schwartz has joined EQT's board as a non-executive director. Schwartz is currently a non-executive director on the boards of the Reserve ...

Pinnacle boutique eyes wholesale market

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... gross returns, since its inception in May 2011. The third fund is the Palisade's Renewable Energy Fund (PREF) which has a focus on primarily local renewable energy assets.

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... Nantes said. "JBWere have been advising clients since 1840 and are very well known for their advice quality, expertise, and focus on their clients' best interests," he said. The platform has $1.1 billion in active funds on its platform as at January ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... practice leader Wade Matterson said the series was created in an effort to help advisers respond to the sector's increased focus on simplification, efficiency and compliance, while retaining the "core values and benefits" of financial advice. "Financial ...

HESTA appoints GM, internalises investments

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... part of the internalisation plans. Both roles will report directly to Sawtell-Rickson. The head of portfolio design will focus on the top down aspects of the portfolio, including portfolio construction and risk analysis, economic and market research ...

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... market leading solutions, offering more value to our clients." On the expansion of Lombardo's role, Mota said the firm's focus on integrating the Pensions and Investments business made it a necessary change to make. "The operations function will now ...