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Showing 771 - 780 of 1701 results for "ETHI"

Advisers band together: AFA Conference 2019 kicks off

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
With so much tension and uncertainty in the financial advice sector today, the Association of Financial Advisers is making it clear to financial advisers they are not alone. Speaking to Financial Standard ahead of the 2019 Association of Financial Advisers' ...

Finance cheats more likely to cheat: Study

ELIZABETH MCARTHUR  |  FRIDAY, 23 AUG 2019
A University of Texas study has found finance professionals who engage in misconduct at work are more likely to be unfaithful in marriage. The study looked at financial advisers, chief financial officers and chief executives amongst others using the ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
A Melbourne boutique expanded its senior ranks with the appointment of a new head of distribution and investor relations. Collins Street Asset Management has appointed Rob Hay to the role, responsible for engaging with the fund's existing investors ...

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...

CFA exam results out, record participation

KRISTI CHENG  |  THURSDAY, 22 AUG 2019
More than half of the candidates for the Level III CFA Program exam in June passed, CFA Institute announced. The 21,000-plus (56%) candidates - out of 38,377 - for the exam are now eligible to become CFA charter holders, pending verification of professional ...

Boutique distribution lead departs

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
The head of distribution at a boutique fund manager has taken a new role with Viridian Advisory. Former Fortius Funds Management head of distribution Rebecca Pun is now a portfolio manager at Viridian Advisory. In the new role, Pun is responsible for ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

Association policy lead to join Treasury

ELIZABETH MCARTHUR  |  THURSDAY, 15 AUG 2019
The head of policy at a major industry association has taken a new role with Federal Treasury. Jordan George has been the head of policy at the SMSF Association for seven and a half years. The SMSFA confirmed to Financial Standard that George will step ...

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
A former senior ANZ financial adviser has started her own practice, choosing RI Advice as licensee. Alysia Laird told Financial Standard she started Zebra after 16 years with ANZ, when things started to shift for financial advisers at the big bank. ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
The Financial Adviser Standards and Ethics Authority has approved a number of education credits and bridging courses to help financial advisers meet its education standards. Coursework offered by the Certified Investment Management Analyst (CIMA), CFA ...