Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 390 results for "Anderson"

Apex Group wins fund services mandate

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
Apex Group has announced its appointment by Kayne Anderson Rudnick Investment Management LLC (KAR) to service its global small cap fund. The financial services provider will act as fund administration and handle transfer agency services for the Kayne ...

Link Group appoints chief financial officer

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
... implementation of regulatory reform post the GFC across ANZ's Asia Pacific. Scott has also held roles representing Arthur Anderson in providing audit and consulting services to fund management and banking clients. On her appointment, Scott said: "I'm ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... AFA and FPA. For the proposal to succeed, 75% of members who vote will need to vote in favour. AFA chief executive Phil Anderson said: "The AFA and FPA strongly believe there are substantial benefits to members from a merger, providing a united voice ...

Ray Dalio bows out of Bridgewater

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... executives Mark Bertolini and Nir Bar Dea. It also consists of outside directors such as lawyer and businessman Richard H. Anderson and employee directors. Dalio will step down from one of three co-chief investment officers but remains a "meaningful ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... exam if they wish to return. At the recent Association of Financial Advisers national conference, chief executive Phil Anderson said he expected to end this month with around 15,800 advisers on the FAR. Today, there is 16,214 - down from 16,365 in the ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... ambassador for the profession in advocating for advice and the great outcomes it delivers," AFA chief executive Phil Anderson said. "Felicity is a previous winner of AFA's Excellence in Education Award and her natural enthusiasm for the advice profession ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... improving financial literacy in the community with her two podcasts, Centsability and Equity Gals. AFA chief executive Phil Anderson said Baker is "actively teaching other female advisers how to help change their clients' money mindsets." He added ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... surprised by the level of fear in the industry when it comes to ASIC. Association of Financial Advisers chief executive Phil Anderson hosted a panel on the matter with ASIC senior executive leader, financial adviser Leah Sciacca, Diverger managing director ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... 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 Abood and SMSF Association chief executive John Maroney. ...