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Showing 41 - 50 of 631 results for Michelle Baltazar

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
Future2 has given more than $147,000 in grants this year to community not-for-profit organisations with programs designed to help young Australians. The total sum is up about 30% from last year's $115,000 grants. This year's recipients were selected ...

FICAP gets ready for 2017 RockStar fundraiser

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
Preparations are underway for the 2017 'Who Wants to be a RockStar?', an annual event organised by the Financial Industry Community Aid Program (FICAP) in the name of music and youth charity. Proceeds from next year's RockStar will go to Raise, the ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
Financial advisers and super funds doing their groundwork on best-practice robo-advice should take a closer look at Nomura after the $1.1 trillion banking giant launched its robo-advice service this week. The Asian bank will roll-out 'Nomura Goal-based' ...

Aussie start-up wins $500m impact investing mandate

MICHELLE BALTAZAR  |  WEDNESDAY, 16 NOV 2016
A former senior financial services executive who less than 12 months ago went out on a limb to set up his own business has signed a $500 million investment mandate - with another $500 million in the works. Less than a year since its launch, Sydney-based ...

Markets fear Trump effect on global trade

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Beyond the initial market sell-off, investors might have a bigger worry ahead if US President-elect Donald Trump makes good on his global trade platform. The Republican presidential nominee is heading for the White House after securing the most votes ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Investment updates, meetings and phone calls will be the order of the day for financial advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa ...

The $25 trillion decision US voters have to make

MICHELLE BALTAZAR  |  WEDNESDAY, 9 NOV 2016
There is no shortage of commentary on the likely impact of a Clinton or Trump victory on global markets. Ahead of the election results announcement, Financial Standard selects some of the most quotable quotes and the latest insights affecting Australian ...

REST boosts member savings through Acorns app

MICHELLE BALTAZAR  |  TUESDAY, 8 NOV 2016
REST Super's latest deal with micro-investing app Acorns is a brilliant chess move in the quest to encourage more Australians to save for their retirement. It's one small step for Acorns but a giant leap for the superannuation industry. This month the ...

Industry backs mental health education campaign PROP

MICHELLE BALTAZAR  |  FRIDAY, 4 NOV 2016
The financial services industry is lending its support to a new mental health education campaign called 'People Reaching Out to People' (PROP). Rob Prugue, head of the Asia Pacific division for Lazard Asset Management Pacific Co, started PROP to address ...