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Showing 541 - 550 of 2141 results for "AUD"

NZ Super Fund hires asset allocation head

ANNABELLE DICKSON  |  WEDNESDAY, 23 JUN 2021
The Guardians of NZ Superannuation promoted a senior investment strategist to head of asset allocation. Charles Hyde joined the Guardians in 2015 and has since chaired a risk budgeting team and been involved in the 2020 review of the reference portfolio ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective ...

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
Fidelity Investments' lead portfolio manager for global equities strategies has resigned. Amit Lodha will cede portfolio management responsibilities for funds including the Fidelity Global Equities fund, which is offered to Australian investors ...

Halifax auditors face criminal charges

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
Audits of defunct stockbroker Halifax have resulted in the first criminal charges ever laid in Australia for failure to comply with auditing standards. EC Audit and its director Robert Evett have been charged with breaches of auditing standards and ...

CFAs not immune to pay cuts

KANIKA SOOD  |  TUESDAY, 8 JUN 2021
About 15% of CFAs working as investment professionals had a pay cut related to COVID-19, according to a new survey that says pay remained relatively resilient during the pandemic. CFA Institute surveyed 4600 investment professionals from its member ...

KPMG names risk consulting partners

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
KPMG Australia expanded its risk consulting practice with two partners joining the firm specialising in financial services. Chris de Wit has joined as partner in governance, risk & controls advisory and Kat Conner as risk, strategy & technology partner. ...

Investors move to thematic funds

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... These include BetaShares Climate Change Innovation, VanEck Vectors Global Clean Energy, NT World Green Transition Index Fund (AUD), NT World Green Transition Index Fund (NZD), Lazard Global Digital Health Fund, BetaShares Cloud Computing ETF and Orca ...

Global Merces MD cops ASIC ban

KARREN VERGARA  |  MONDAY, 31 MAY 2021
The corporate regulator has banned Holly Grofski, the managing director of Global Merces Funds Management, from working in financial services for six months. ASIC's banning order is in addition to the criminal charges Grofski is facing, which alleges ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
The fintech has officially launched a solution that slashes the time to generate a statement of advice from eight hours to two hours. Asendium is aiming to reduce three major bottlenecks for advisers: processes, people and fragmented systems. Asendium ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...