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Showing 81 - 90 of 1681 results for "Stay"

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... number of people] who've done a financial planning major and they go off to accounting or consulting. We need them to stay with us. So that's going to be a huge focus [next year]," she said.

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Mercer announced it will acquire BT Private Portfolio Management for an undisclosed amount after it finalised the transition of the superannuation and asset management units. Mercer will become the new owner of BT Private Portfolio Management (PPM) ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... years, down 45% since 1 January 2019. "A significant number of older advisers, who might have left the profession, could now stay for longer - which will be good for them and for their clients, who may have gone unserved in the absence of this measure," ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... funds and could not afford to pay her rent. She was issued an eviction order. The police and her local MP assisted her to stay in her house. Sadly, she passed away from breast cancer in October 2021," the proceeding heard. Fineff used most of the funds ...

US CPI inflation rate stays stubbornly high

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
The Consumer Price Index (CPI) rose 0.1% in March, remaining at 5% year on year. NAB economist Taylor Nugent said the US CPI showed welcome, but not overwhelming, progress. "Headline CPI rose less than expected, up 0.1% month on month, and 5.0% year ...

AFCA chief to serve second term

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
... complaints as a result of the COVID pandemic, natural disasters and scams." Locke said he is honoured to have been invited to stay on. "AFCA plays a very important role in Australia's financial services system, and it is a great privilege to lead such ...

REITs merit place in multi-asset portfolios: Insight

CASSANDRA BALDINI  |  TUESDAY, 4 APR 2023
Real estate investment trusts (REITs) can play an important role in institutional portfolios through strategic and dynamic allocations, explained DWS Asset Management and GIC Capital Markets. In a joint paper, the firms said REITS can complement private ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... his clients. Following the ban, however, Matai applied to the Administrative Appeals Tribunal (AAT) seeking a review and stay of ASIC's decision. The AAT refused the stay application in February, but no hearing date has been set for the substantive review ...

We sit at a watershed moment: Paton

CHLOE WALKER  |  THURSDAY, 30 MAR 2023
Kicking off the Advisers Big Day Out (ABDO) in Sydney this morning, La Trobe Financial chief investment officer Chris Paton shared his forward outlook for the Australian economy. According to Paton, local economic growth will be positive, albeit subdued ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
Andrew Lill, the chief investment officer of $70 billion super fund Rest, says the role of a CIO is changing and not just because investment heads have to respond quickly to more volatile markets. Increasingly, investment chiefs must consider a range ...