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Showing 251 - 260 of 11505 results for "General"

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms, current investors or asset managers looking to diversify their portfolios, and consultants working with general ...

Rest hires former EISS Super risk chief

ELIZABETH FRY  |  FRIDAY, 15 SEP 2023
... Lyons, who had held the role for nine years. Reporting to Rest chief risk officer Gemma Kyle, Lyons has been appointed general manager of risk and compliance (investments). "Managing risk and our compliance obligations is a key enabler for Rest to achieve ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... the most concerning expenditures. Most seniors (85%) were somewhat or very worried about outliving their savings. "In general, older people's sense of financial resilience and financial security have fallen since the start of the pandemic and the ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... completes its new leadership team. Prior to FAC, he was the first Indigenous person to be appointed an Australian Consul-General with the Australian Trade and Investment Commission based in Houston. Saulo spent close to three years in the role driving ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... international equity managers, which perhaps helped to explain the 74% underperformance rate for the International Equity General category," the report said. Meanwhile, the report noted "moderate" liquidation rates, with international equity funds experiencing ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... will continue to grow in popularity as technology platforms create more customised solutions for investors," it said. In general, the survey concluded that respondents predominantly believe AI and HI are complementary rather than interchangeable. CFA ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... cornerstone for NowInfinity's new SMSF deed update and compliance solution, due to be released next year. NowInfinity general manager Tracy Williams said the new features have been designed in collaboration with clients and industry experts and offer ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... redesigned Accelerated Protection products to extend our proposition to meet the needs of a broader set of customers," TAL general manager, retail sales and new business Beau Riley said. At the same time, he said it's understood many Australians are ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... Group announced the retirement of non-executive director Colette Garnsey, effective at the close of the company's annual general meeting on November 8. She will be succeeded by former BT Financial head of equities Cathy Covaks, who takes on the role ...