Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 65 results for "Investor Education"

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
... educational and professional standards of financial planners in Australia." Platinum has a strong pedigree in investor education and is a welcome fit for the marquee sponsorship of this year's event." "The key theme for Congress this year is to inspire ...

CFA Societies launches initiative to raise ethical standards

MARK SMITH  |  MONDAY, 12 MAY 2014
... and represents an important step forward," Serhan said. "CFA Societies Australia is an advocate for greater investor education and targeted advisor training to truly raise the quality and standard of advice," he said. To help launch Investor First Week ...

ASIC sets its sights on hybrid securities

MARK SMITH  |  THURSDAY, 6 FEB 2014
... committed to addressing the concerns that these complex products present," ASIC commissioner John Price said. "Investor education is critical in this work. Investors must think hard about whether hybrids are suitable for them, weigh up the risks, and ...

Speakers confirmed for Family Office Forum

STAFF REPORTER  |  FRIDAY, 1 NOV 2013
... speakers at this month's Family Office Forum in Melbourne. The event, which has been organised by the Centre for Investor Education (CIE), will take place from Monday 25 - Tuesday 26 November at Encore in St Kilda. Leading US economist and founding partner ...

Hybrids must better convey risk: ASIC

JAMES FERNYHOUGH  |  TUESDAY, 20 AUG 2013
... The regulator also expressed concern about the overselling of potential returns of hybrids, and said better investor education was critical. Quoting Investment Trends figures, ASIC said that more than $18 billion of hybrids have been issued by banks ...

Professional Associations Super names new chairman

MARK SMITH  |  TUESDAY, 27 NOV 2012
... Previously Gullone was chief executive of Superpartners and after that managing director of the Centre for Investor Education. Presently he is managing director of the strategic advisory firm, Gullone Group where he has advised executives and boards ...

Sluggish growth the new norm: Janus

MARK STORY  |  THURSDAY, 23 AUG 2012
... according to Carmel Wellso, portfolio manager with Janus Capital Group. In Australia to address a Centre for Investor Education (CIE) forum, Wellso advised the Financial Standard that the downward pressure on valuations - courtesy of further easing in ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... transfer of wealth, but the education process needs to begin much earlier," Hewison said whose firm holds regular investor education evenings often attended by the children of some clients. "Teaching children to stand on their own two feet is very different ...

Treasury Group adds director

ELISE BURGESS  |  THURSDAY, 12 APR 2012
Former ANZ heavyweight and founder of the Centre for Investor Education, Melda Donnelly, has joined multi-boutique asset management business Treasury Group as an independent non-executive director. Effective since March 28, Donnelly was welcomed to ...

Super funds call key challenges

MELANIE TIMBRELL  |  FRIDAY, 9 MAR 2012
... have been identified as the key challenges facing Australian superannuation. A discussion at recent Centre for Investor Education Fund Leader and Chief Investment Officer forums centred on the possible need to re-evaluate return targets in the current ...