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Showing 31 - 40 of 1530 results for "Communication"

Maple-Brown Abbott names distribution heads

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
Maple-Brown Abbott has made several senior promotions in its distribution team amid business growth and higher demand for its strategies. The fund manager has named Simon Beram, its former senior investment specialist, as the new head of institutional ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... over 16 years of experience at Russell Investments, Yates is "well-positioned" to orchestrate the coordination and communication across all client segments in the region. Notably, she's served as a director on the Russell Investment Management board ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

I can only apologise: PwC boss

CASSANDRA BALDINI  |  THURSDAY, 12 OCT 2023
... O'Neil agreed with the statement. "This is the head of international tax, PwC Australia. The 144 pages show communication from Peter John Collins of Australia with other entities as part of PwC all around the globe. That is why we are here today ...

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
The chief executives of major platform operators in the UK have received letters from the regulator, flagging concerns around poor disclosure of fees and under-investment in technology. In the letter, the Financial Conduct Authority's director of consumer ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... important than ensuring the marketing compliance process is watertight. That starts at the most basic level with robust communication and openness between teams," Wood said. "Auditors would expect to see a three line of defence (3LoD) model in place ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... with extensive experience in strategy and business planning," Gooderick said. "She has excellent organisational, communication, and stakeholder management skills and will help drive strategic outcomes as we work towards achieving our FY26 goals." Commenting ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... Counter-Terrorism Financing Act, the Privacy Act and the Tax Agent Services Act; applied ethical and professional reasoning and communication (including the Code of Ethics); and financial advice construction - the suitability of advice aligned to different ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... noted that Stanford Brown chief executive Vincent O'Neil previously said the single biggest focus should be staff communication - particularly if there is concern about advisers feeling disempowered. When positioning managed accounts to clients, it's ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... providing seamless functionality and ease of use". "This has changed the proposition for IFAs, simplifying transactions, communication processes and other tasks and putting invaluable information at their fingertips to help them provide that outstanding ...