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Showing 51 - 60 of 631 results for Michelle Baltazar

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
Peita Diamantidis of Caboodle Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award ...

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
Over a difficult trading year to July 30, where world markets dipped into the red, the Watershed International ETF SMA delivered 6.86% p.a. gross return for its investors, outpacing its benchmark the MSCI World Index (AUD) which lost 2.48%, giving outperformance ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

Nominations open for 2016 MAX Awards

MICHELLE BALTAZAR  |  THURSDAY, 24 MAR 2016
The financial services industry's marketing, advertising and sales excellence awards, the 2016 MAX Awards, will be held on the 23rd of June at the Museum of Contemporary Art in Sydney. Nominations are now open. The annual event is hosted by Financial ...

FICAP marks 10th anniversary with record fundraising

MICHELLE BALTAZAR  |  THURSDAY, 17 MAR 2016
The Financial Industry Community Aid Program (FICAP) celebrated its tenth year milestone last week by raising more than $200,000 at its annual 'Who Wants to be a RockStar?' fundraising night. More than 700 professionals from the financial services industry ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

HUB24 funds under administration to hit $3bn

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
There is no shortage of good news at listed company HUB24, which is forecast to almost double its funds under administration (FUA) within 12 months. The share price tells the story: From a 52-week low of just over a dollar, shares in the platform provider ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum. In the latest Rainmaker Roundup report on funds under management (FUM) ...