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Showing 31 - 40 of 58 results for %22Centre for Investor Education%22

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... first time, some meaningful movement towards tackling the problem. The Financial System Inquiry (FSI) put the issue at the centre of its interim report, floating a number of possible reforms. These included extending a default MySuper-style product into ...

PROFILE: J.P. Morgan head of investor services Henry Capra

JAMES FERNYHOUGH  |  WEDNESDAY, 18 JUN 2014
... "It was a very good time to be in asset management," he says. His next role, at what was then First State, saw him at the centre of one of the Australian financial services industry's great success stories. When he joined Chris Cuffe's asset management ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
... and Sales Excellence Forum will tackle the million-dollar questions. Rocky Scopelliti, Group General Manager - Industry Centre of Excellence at Telstra Enterprise & Government, is one of the speakers at the forum and will discuss key trends from his ...

Wealth management sector key to Australian growth: Deloitte

MARK SMITH  |  THURSDAY, 27 MAR 2014
... at being a global competitor in the business of managing people's money and becoming a more significant global financial centre."

Speakers confirmed for Family Office Forum

STAFF REPORTER  |  FRIDAY, 1 NOV 2013
... among the keynote 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 ...

CIE expands its education program to the retail market

STAFF WRITER  |  THURSDAY, 22 AUG 2013

Professional Associations Super names new chairman

MARK SMITH  |  TUESDAY, 27 NOV 2012
... Super and SMARTpension. 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 ...

Most consumers distrust advisers

MARK SMITH  |  TUESDAY, 13 NOV 2012
... acting in their best interest when offering products and services, according to a global investor study by the State Street Centre for Applied Research. The entitled The Influential Investor: How Investor Behaviour is Redefining Performance, is based ...

Sluggish growth the new norm: Janus

MARK STORY  |  THURSDAY, 23 AUG 2012
... Australia's 'new norm', 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 ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... generation to the next and they both need consideration." Hewison argues that while wealth transfer discussions should centre on issues like tax minimisation, the concepts of debt reduction, budgeting, insurance, and understanding property and equity ...