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Showing 551 - 560 of 1528 results for "Technical"

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... 4 Diploma in Financial Planning. The objective of the re-evaluation is to identify areas of strength and weakness in technical knowledge and its application that underpins suitable financial advice, the FCA said. While it is not mandatory, the FCA is ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... planner, Cilmi began his career with Bendigo and Adelaide Bank, moving to Bendigo Wealth as a senior manager of its technical solutions team. He then moved to Sandhurst Trustees as a senior manager of research, before joining Netwealth in 2016 as a senior ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... on its sales strategy and contribute to the delivery of the overall business strategy. "His extensive commercial and technical experience from both an institutional and retail perspective, coupled with a strong understanding of investment markets and ...

SMSFA addresses policy hurdles

HARRISON WORLEY  |  THURSDAY, 16 AUG 2018
... executives addressed the regulatory hurdles facing the industry at the Sydney leg of this year's SMSF Association Technical Day. Speaking to the crowded room of SMSF professionals, SMSF Association chief executive John Maroney highlighted the "wave ...

Indigenous Australians face super challenges: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... actually access and enjoy the benefit of their retirement savings. Appearing in the witness box this morning, head of technical advice for the QSuper board Lyn Melcer outlined the actions the profit-for-member fund took to reunite indigenous Australians ...

Macquarie acquires Investa Office Fund stake

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... can vote. Investa said determining whether the Investa Commercial Property Fund is restricted from voting or not is technical and complex. Investa said the agreement follows about nine months of discussions between the two parties.

Philanthropists should reimagine data management: Research

KARREN VERGARA  |  THURSDAY, 9 AUG 2018
... and non-profit services Caitriona Fay is calling for the philanthropic culture to shift so it inspires investment in technical infrastructure to ensure data is used ethically and protected. Such funding requests might "not be sexy" but they are critical ...

Royal Commission work impeded: Hayne

DARREN SNYDER  |  THURSDAY, 2 AUG 2018
... sending complete documents prepared for its board meetings between 2015 and 2018. The delay was initially put down to a technical error. On July 17, IOOF attempted to meet its deadline by sending complete 'board packs' from 2011 to 2018 to the Royal ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... Affinia community is a team of highly experienced individuals with a mix of licensee management, advice, commercial and technical skills," he said. "Through Affinia Access we are equipping AFSLs with sound advice infrastructure, professional standards ...

AustralianSuper tax specialist heads to fintech

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
... custodian, where the data is sourced, to the client and advisor where the data is used and signed off, brings not only technical and practical expertise, but a true client lens to GBST's tax solutions," he said. Grace said she is passionate about ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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