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Showing 1 - 10 of 929 results for "Forum"

Commonwealth Bank names chief economist

ELIZA BAVIN | THURSDAY, 5 DEC 2024

Commonwealth Bank (CBA) has appointed Luke Yeaman as its new chief economist and head of global economic and markets research. Yeaman is currently a deputy secretary in the Department of Treasury and head of their macroeconomic group, a position he's ...

Intergenerational wealth picture 'bleak': Grattan

ELIZA BAVIN | TUESDAY, 19 NOV 2024

... hope" about the future rather than the sense that they are being "systematically screwed over". Speaking at the ASIC Annual Forum, Sathanapally said Grattan's analysis has shown how large the wealth disparity has become over the past 25 years between ...

Size of super industry on ASIC's radar

ELIZA BAVIN | FRIDAY, 15 NOV 2024

ASIC commissioner Simone Constant has told the ASIC Annual Forum that the regulator is watching potential risks to financial stability as the superannuation sector grows. Questioned on her thoughts around the recent Reserve Bank of Australia (RBA) report ...

Advisers count on specialist advisers: Survey

KARREN VERGARA | WEDNESDAY, 6 NOV 2024

... turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers from adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst ...

ACCC urges parliament to pass new merger laws

ELIZA BAVIN | MONDAY, 4 NOV 2024

ACCC chair Gina Cass-Gottlieb has told the Gilbert and Tobin Financial Services Forum that the ACCC has been advocating for reforms to merger control in Australia for years and urged the government to pass the reforms. "These reforms are particularly ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA | MONDAY, 28 OCT 2024

... benefit from, it needs to really show that it's prioritising the client's best interests," she told the annual AFCA Forum last week. AFCA typically uses Regulatory Guide 175 Licensing: Financial product advisers-Conduct and disclosure to assess ...

CSLR warns adviser levy will balloon

KARREN VERGARA | FRIDAY, 25 OCT 2024

... cough up more than $20 million in FY26, which will exceed the subsector cap, the CSLR announced at its inaugural Industry Forum. The levy estimate is "complex and heavily dependent" on estimates of how many complaints will be resolved by the Australian ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN | THURSDAY, 24 OCT 2024

... Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation for the transfer, Financial Edge Group chief executive Martin McGrath ...

GSFM hires retail business head

KARREN VERGARA | TUESDAY, 15 OCT 2024

... Standard MAX award for Distribution Executive of the Year. He is also a faculty partner with the Portfolio Construction Forum. At GSFM, Williams will execute the retail distribution strategy. His responsibilities include dealing with research houses ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN | THURSDAY, 19 SEP 2024

... trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural trends playing out across asset classes as well as inflationary pressures and ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Adelaide

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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