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Showing 751 - 760 of 3918 results for "Organisation"

Crescent Wealth names deputy managing director

CASSANDRA BALDINI  |  FRIDAY, 30 SEP 2022
... and I am committed to being of service to everyone within the community," she explained. "In my experience, for an organisation to be really great it needs to have a balance between for profit and for the good of the community, and thanks to Crescent ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
Lumiant will be the first company to leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial ...

Schroders head of institutional sales retires

ELIZABETH FRY  |  THURSDAY, 29 SEP 2022
... "Schroders appreciates and acknowledges the significant contribution Kerrie made to Schroders over her 12 years with the organisation," said a spokesperson. Howard joined Schroders in 2005 from Fortis, where she ran institutional sales for almost five ...

New SSGA chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... collaboration and product innovation," he said. Hung added: "I am excited to join State Street Global Advisors, an organisation and leadership team that I have had the opportunity to work with at various points over my career." "It is a pivotal time ...

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
... for all Raiz offices. "Brendan has been an integral part of the business since joining as the first employee of the organisation in 2015," Kalman said. "He brings a passion for our customers and our people, as well as an intimate knowledge and understanding ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
Michelle Levy recounted hearing feedback on the Quality of Advice Review (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah ...

AFA Foundation's community impact

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... small corporations. Johnson concluded that he's probably the only person who'd love to made redundant of an organisation that would fold in the next five years, which might be made possible with generous donations. Financial Standard is an official ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
At the opening of the Association of Financial Advisers' Thrive conference, AFA president Sam Perera expressed an extremely optimistic outlook about the advice industry's future. "I do believe we are turning a corner, the opportunities we have are tremendous ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
Five AMP companies will pay $14.5 million for charging close to 1500 superannuation members fees for no service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial ...

Apostle launches high yield credit fund

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
Apostle Funds Management has introduced an ethically screened high yield credit fund. The fund is accessible to wholesale investors and adds to Apostle's stable of ethical and impact strategies. In April, the fund manager launched the Apostle People ...