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| | | ... broking and wealth management, respectively. In the newly created role, O'Connor will have increased responsibility for the day-to-day management of the adviser, broking, and wealth management channels. He joined eight years ago from Bell Potter ... |
| | | | ... because it takes companies years to complete and is hidden from consumers; it's not something read about in the press every day. He cited the report where a Capital Group portfolio manager said he'll be looking to invest in businesses that could benefit ... |
| | | | ... was looking forward to his new role. "TAL is a company with a long and proud history in Australia, and I've seen every day the difference that we make to the lives of our customers and their families," Clark said. "I'm excited by my new opportunity ... |
| | | | ... and is likely to be further impacted by emerging AI applications. "Many advisers are now using natural language AI in their day-to-day operations. Within the advice process, AI can also be used to record minutes of meetings and in the creation of fact ... |
| | | | Investors addicted to the financial news cycle and social media hype tend to time the market and forego substantial returns compared to staying the course, according to Morningstar. The "hyper-informed" investor is one who incessantly checks stock prices ... |
| | | | ... professional financial advisers in this country who are doing a great job ensuring the financial wellbeing of their clients every day." While several financial advisers welcomed and agreed with Sharpe's response, others suggested such comments are ... |
| | | | ... comply with certain requirements in CPS 230 relating to business continuity and scenario analysis. APRA has also included a "day one" checklist for entities to assist in their implementation of CPS 230; and the regulator has provided a three-year forward ... |
| | | | The Australian Securities and Investments Commission (ASIC) has issued an interim stop order preventing Hirehood from offering securities under its crowd-sourced funding (CSF) offer document. The CSF was published on the VentureCrowd intermediary platform. ... |
| | | | ... the Long Short Focus strategy. Stella McMullen has been named as deputy head of equities research. McMullen will manage the day-to-day proprietary stock research, including qualitative reports, earnings models, regular meetings, and support to the equity ... |
| | | | ... fabulous outcome to clients when others aren't doing it or it's going to be the existential threat and we wake up one day and find that we're irrelevant to our clients." Advisers, he says, have the opportunity to move into an area where they ... |
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