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PRI CEO Fiona Reynolds to lead Conexus Financial

Fiona Reynolds
Fiona Reynolds, CEO of the Principles for Responsible Investment, is leaving in January to become CEO of Conexus Financial, Australia s largest independent financial media organization.
Her new mandate with Conexus Financial will involve guiding the Australian investment industry to global best practice in sustainability, governance, retirement income policy and financial advice.
Ms. Reynolds has led PRI for nine years at a critical period of growth for sustainable investment. Under her leadership, the U.N.-supported network of investors has grown to more than 4,000 signatories with a collective $121 trillion in assets under management.
Now based in London, Ms. Reynolds will relocate to Sydney. ....

New South Wales , City Of , United Kingdom , Colin Tate , Fiona Reynolds , Conexus Institute , Australian Institute Of Superannuation Trustees , Responsible Investment , Conexus Financial , Australian Institute , Superannuation Trustees , Australian Financial Review , புதியது தெற்கு வேல்ஸ் , நகரம் ஆஃப் , ஒன்றுபட்டது கிஂக்டம் , கொலின் டேட் , பியோனா ரெனால்ட்ஸ் , கோணேஸ்ஸ் நிறுவனம் , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , பொறுப்பு முதலீடு , கோணேஸ்ஸ் நிதி , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிதி விமர்சனம் ,

Financial planning needs a defined career path

“There is very little knowledge on what the career path is. They’ll ask ‘what do I look for when I gradate? Do I look for junior or associate financial planner?’ And some of the financial planning requirements need five to eight years of experience.
“They’re probably not even aware of client administration and paraplanning roles. There’s not a defined career path that students would readily look at to work out what to apply for.”
Olynyk said the financial advice and superannuation industry had a leading role to play in developing graduate programs and internships that were structured so that students had a better idea of what to look for. ....

Marc Olynyk , Jemimah Mcmurray , Deakin Business School , Financial Planning Association Of Australia , Australian Institution Of Superannuation Trustees , Australian Institution , Superannuation Trustees , Super Financial Advice Symposium , Financial Planning Association , டீக்கின் வணிக பள்ளி , நிதி திட்டமிடல் சங்கம் ஆஃப் ஆஸ்திரேலியா , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , நிதி திட்டமிடல் சங்கம் ,

APRA seeks to clarify trustee SOA oversight concerns

“In our engagements with trustees we have made it clear that their role is not to obtain or second guess each piece of advice. Rather, we think in some instances it is appropriate for trustees to check some services were provided so that the trustee can meet their legal obligation to ensure that only amounts that meet the advice requirements are deducted from member accounts. Citing an SOA is only one way of assisting in this respect,” she said.
“There is no expectation that trustees obtain every copy of SOA produced nor related docs or that individual pieces of advice should be reviewed for quality, value or appropriateness. ....

Suzanne Smith , Australian Prudential Regulation Authority , Australian Institute Of Superannuation Trustees , Australian Institute , Superannuation Trustees , Super Financial Advice Symposium , ஸுஸ்யாந் ஸ்மித் , ஆஸ்திரேலிய விவேகமான ஒழுங்குமுறை அதிகாரம் , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் ,

Fiona Reynolds joins Conexus as CEO | Professional Planner

Fiona Reynolds joins Conexus as CEO | Professional Planner
professionalplanner.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionalplanner.com.au Daily Mail and Mail on Sunday newspapers.

United Kingdom , City Of , Colin Tate , Fiona Reynolds , Conexus Institute , Un Business For Peace Steering Committee , International Integrated Reporting Council , Steering Committee For Investors On Climate , United Kingdom China Initiative , Australian Institute Of Superannuation Trustees , Conexus Financial , Responsible Investment , Australian Institute , Superannuation Trustees , Australian Financial Review , Global Advisory Council , Stranded Assets , Oxford University , Peace Steering Committee , Steering Committee , Climate Change , Climate Action , Finance Against Slavery , Advisory Board , United Kingdom Green Finance Institute , Investment Magazine ,

Super members don't connect with the word 'advice'

Print
Superannuation members have no connection with the word “advice” and funds need to simplify their language to engage members, according to Cbus Super.
Speaking at the Australian Institute of Superannuation Trustees (AIST) Super Financial Advice Symposium, Cbus head of advice, Lynda Cross, said super members did not have a good understanding of what ‘advice’ meant.
“An example of that is we gave members an opportunity to choose ‘advice’ on our IVR ]interactive voice response] and what we discovered was that around 35% of people that selected advice actually needed help with the fund or needed some information,” Cross said.
“We know the word ‘advice’ might not be the right way to engage them if we’re asking them to start getting help or guidance from us around retirement. ....

Lynda Cross , Australian Institute Of Superannuation Trustees , Australian Institute , Superannuation Trustees , Super Financial Advice Symposium , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் ,