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Showing 561 - 570 of 1967 results for "San"

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Under the proposed standards released today by the Financial Adviser Standards and Ethics Authority, all existing advisers will be required to make a choice between several different education pathways -and some of their current qualifications may fail ...

French giant intensifies action on global warming

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
One of Europe's biggest banks is calling on the world's influential financial sector to lead the transition to a low-carbon economy. BNP Paribas chief executive Jean-Laurent Bonnafe said that as the engine of the economy that brings individuals, investors ...

Westpac GM departs to Citi

EMMA RAPAPORT  |  FRIDAY, 8 DEC 2017
Westpac's general manager of business integration has left the bank to become the regional head of technology for Citi. With 25 years of technology experience across the financial services industry behind her, Jayne Opperman will set the vision and ...

Court shuts down listed investment manager lawsuit

ALEX BURKE  |  FRIDAY, 8 DEC 2017
The Supreme Court of Victoria has dismissed an application from a listed investment manager who was attempting to restraint Molopo Energy from acquiring further shares in a Florida oil and gas exploration company. Keybridge Capital had commenced proceedings ...

Cbus expands senior investment team

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
As part of expanding its in-house investment capability, a $41 billion industry super fund is welcoming three senior appointments to its investment team. Former head of portfolio management at NAB, Patricia Lindenboim, is joining Cbus as head of strategy ...

Custody specialist moves from J.P. Morgan to RBC

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
RBC Investor and Treasury Services has recruited its second senior custody specialist from J.P. Morgan in the space of a month as the firm strengthens its operations in Asia Pacific. Marian Azer will take on the dual role of managing director, head ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

'tis the season to not be jolly

BENJAMIN ONG  |  THURSDAY, 16 NOV 2017
Thank goodness Australia doesn't celebrate Thanksgiving Day - there won't be anything to give thanks for when it comes around next week. While we're at it, Santa Claus may not be coming to town either. I'm not in a "Grinchy" mood today, it's just the ...

Global manager to merge key investment firms

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... as a top 10 US institutional manager and a top 50 manager globally, employing 300 investment professionals across Boston, San Francisco, Pittsburgh, London, Singapore and Hong Kong. Current chief executive of US Asset Management at BNY Mellon IM, Des ...