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Showing 751 - 760 of 2288 results for "Knowledge"

Through good and bad: Advisers add value

JAMIE WILLIAMSON  |  THURSDAY, 15 OCT 2020
... to manage investment tax," Russell said. "This not only requires a close understanding of the client needs, but also knowledge of new innovative investment solutions that can help manage personal tax circumstances - such as managed account solutions." ...

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... distribution Matt Thompson said he is excited for Wallis to join the team. "Zac's established experience and wealth of industry knowledge will be of value as we continue to solidify our presence in the Australian intermediary market," he said.

Vanguard boosts Aussie executive team

ELIZA BAVIN  |  FRIDAY, 9 OCT 2020
... Vanguard Australia's managing director Frank Kolimago said: "Curt's appointment further adds to the depth of skills and knowledge of the team at Vanguard Australia as we continue the steady journey of building presence and earning greater trust with ...

TPB bans tax agent over COVID-19 fraud

ALLY SELBY  |  FRIDAY, 9 OCT 2020
... income tax returns and business activity statements on behalf of one client who was no longer trading, without their knowledge or authorisation. These statements included false figures. The TPB found that when confronted by the first client, the tax ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... group," he said. "I very much look forward to working with both of them in the future." Euroz said Parker boasts extensive knowledge in the areas of financial planning and investment advice, specifically in equities and options trading. Parker has worked ...

Superhero nabs new recruits

ALLY SELBY  |  FRIDAY, 2 OCT 2020
... strong talent from across the industry being attracted to Superhero," Winters said. "Our customer focus, deep industry knowledge and technology puts us in a position to grow our team and presence in the market." The two new recruits are set to join the ...

82% of advisers pass August FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 1 OCT 2020
... Glenfield said. "Over 11,180 advisers have sat the exam with nine in 10 demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam." FASEA said advisers ...

Pension funds sue Allianz Global Investors

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... sophisticated investment consultant to evaluate the Structured Alpha strategy. "They bought these hedge funds in the knowledge that they sought to deliver substantial returns, net of fees, of as much as 10% above the returns of the fund's benchmark ...

ETFs undermine product comparison: Research

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... our bit and complement each other well." Ultimately, the aim is to help investors make the best decision with the full knowledge available to them that is not just based on cost. "We are not going to launch the exact same fund as our competitors and ...

New role for former Credit Suisse Australia chief

KANIKA SOOD  |  MONDAY, 28 SEP 2020
... will chair Ares SSG, with the goal of helping drive expansion opportunities in the two countries and brings experience, knowledge and relationships, the company said. In his most recent role, Knox was the chief executive of Credit Suisse Australia for ...