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Showing 1 - 10 of 96 results for "Thought leadership"

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... on capital markets to educate investors about economic concerns while simultaneously promoting their brand. Thought leadership was rated as the next most effective method, with 15% of advisers rating it "extremely effective." Financial Standard is published ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... better serve CFA charterholders and the public interest. "CFA Society Australia can more effectively create thought leadership, support the growth and reputation of the CFA charter and forge institutional partnerships with far reaching benefits," Franklin ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... akin to the design and distribution obligations. SMSFA chief executive Peter Burgess, who also appeared on the thought leadership panel, would like to see the QAR extend to qualified accountants who are "essentially locked out of the system" as there ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... investment vehicles [and] wealth management strategies for high-net-worth clients." Day one kicks off with a thought leadership breakfast: Holding up the mirror - what the SMSF sector does well and where it needs to level up. SMSFA chief executive Peter ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... Memorandum of Understanding (MOU) with the global wealth manager. The deal includes JPMAM offering CIP insights and thought leadership, which it said CIP can leverage for its advisers. Conversely, CIP will "distribute some of JPMAM's leading investment ...

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
... Australia," he said. "This new team will seek to coordinate research and insights in a way that adds value to the thought leadership output we publish, inform our product development and design agenda, and raise our voice around these themes in retirement ...

ASFA appoints Mary Delahunty as chief executive

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
... ahead of us, and the planned delivery of a comprehensive professional development program to enhance skills and thought leadership throughout the industry, we are confident that under Mary's leadership, ASFA will continue to be the preeminent voice ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... researcher CoreData aims to deliver research-driven product enhancements, client education initiatives, and thought leadership from the industry. Firstly, in using CoreData's research capabilities to improve its product portfolio, Praemium said it ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... risk, diversify revenues, and enable sport in Australia to shine on the global stage, using a proven path of thought leadership and innovation," Mortlock said. In the coming months, XV Capital expects to announce further equity agreements with technology ...

Martin Fahy to step down as ASFA chief

CASSANDRA BALDINI  |  FRIDAY, 26 MAY 2023
... evidenced-based approach to advocacy and has driven capability uplift across the sector through its research, thought leadership, professional development, and related activities," Dransfield concluded.
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