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Showing 981 - 990 of 1986 results for "Insight"

Sunsuper chief executive departs

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... Sunsuper's success. He will be the first to credit the team he leads, but his singular focus on leadership, his strategic insight and his vision means he has been the driving force behind the fund's achievements," Fraser said. "He has led with ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members. The FPA Wellbeing program comes amid unprecedented changes in the ...

Industry fund appoints inaugural CIO

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
... the executive team, which recently added general counsel and fund secretary Katie Simpson and general manager, customer insight and product Sea Marteene. "The decision to appoint a Chief Investment Officer follows the Energy Super board and investment ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... ability to listen, consider, and translate a client's concern, drawing on their expertise to help the client gain meaningful insight and an understanding into the situation," he said. Advisers are not only making a difference by helping clients feel ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
The valuation gap between high-quality financial advice businesses and conventional practices is growing, with the sector quickly turning into a buyers' market. Latest insights from Radar Results show the valuation gap between high-quality practices ...

ASFA chief joins Irish software provider

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 MAY 2019
... that Anne and Martin have agreed to serve as FINEOS directors and look forward to benefitting from their judgment and insight. Their experience across financial services and IT transformation will add a valuable perspective to our board"

SMSF gender gap reduces over time

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Latest research from Class shows the superannuation gap between men and women reduces over time in SMSFs yet remains significant. According to the self-managed super administrator, men have a 42% higher average balance than women when SMSFs are established. ...

ATO demands crypto data

ELIZABETH MCARTHUR  |  TUESDAY, 30 APR 2019
... also identifying and educating those who may be failing to meet their obligations. The data matching program will provide insight to the ATO that will allow it to develop strategies to improve voluntary compliance. The program will also improve the ATO's ...

HESTA joins ESG social media fight

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
The $50 billion industry superannuation fund has joined a high profile group of international investors applying pressure to social media giants following the Christchurch terror attacks. HESTA announced it joined the campaign to force social media ...

T. Rowe Price adds investment analyst

HARRISON WORLEY  |  WEDNESDAY, 24 APR 2019
A former Colonial First State Global Asset Management portfolio manager has joined T. Rowe Price. The firm is welcoming Kim Tracey to its Australian equity team as an investment analyst in its Sydney based investment team. Tracey will report to head ...