Search ResultsShowing 1 - 10 of 100+ results for Michelle Baltazar
Women in Super names 2017 scholarship winners
MICHELLE BALTAZAR  |  FRIDAY, 19 MAY 2017   12:54PM
Women in Super (WIS) continues its advocacy for better female representation on superannuation boards and leadership roles through its scholarship programme, now in its third year running. The national advocacy and networking group has collaborated ...
From financial advisers to cybersecurity advocates
MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017   12:40PM
Financial advisers must arm themselves with serious cybersecurity knowhow as more cybercrime networks turn their focus to financial services companies at an alarming rate. Finance professionals will be affected on three fronts: the value of ...
Financial advisers should consider bitcoin as an asset class: Dunworth
MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017   12:34PM
There is no better way to understand blockchain technology than to invest in bitcoins, a digital currency that has outperformed traditional currencies in recent years, according to an industry expert. This week the cryptocurrency broke record-highs ...
Twitter becomes gateway to 30 million 'investment' audience
MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017   10:58AM
Nine in 10 financial advisers in the US said they have gained new clients through their social media accounts, research shows. According to a 2016 social media survey by Putnam Investments, there are now more than 30 million Twitter users in the US ...
Mosaic tailors financial advice for women, grows FUA to $800m
MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017   10:24AM
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and ...
Sharing economy to reshape global real estate
MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017   12:40PM
Millennials want a lot of space on their smartphones but not so much for a car or self-storage and that's driving global REITs to change tack. AMP Capital Investors director of institutional sales and consultant relations Mark Miness said there's a ...
AI will lead next industrial revolution: Sanlam
MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017   11:17AM
From predicting election results to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David ...
Stone and Chalk lends voice to start-ups by women
MICHELLE BALTAZAR  |  THURSDAY, 13 APR 2017   12:58PM
It may be the week before the Easter break but it's business as usual at fintech hub Stone & Chalk with last Tuesday's networking pow-wow packed to the rafters. The inaugural 'Power Women in Fintech' panel discussion was held at the Sydney ...
Philanthropy Australia names recipients of annual industry awards
MICHELLE BALTAZAR  |  FRIDAY, 7 APR 2017   1:06PM
Leading Australian philanthropists were honoured for the impact of their giving at the 2017 Philanthropy Australia Awards held this week in Melbourne. The prestigious 2017 Leading Philanthropist Award went to documentary filmmaker Ian Darling who ...
MAX Awards launch Financial Literacy Campaign of the Year
MICHELLE BALTAZAR  |  THURSDAY, 6 APR 2017   11:33AM
This year's MAX Awards will feature a new category - the Financial Literacy Campaign of the Year - to recognise the crucial role the industry plays in furthering wealth education. The introduction of the new category coincides with the 25th ...
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Editor's Choice
ALEX BURKE
A comprehensive review of Praemium chief executive Michael Ohanessian's termination and subsequent reinstatement determined the previous board acted inappropriately and unreasonably.
JAMIE WILLIAMSON
Advisers will soon have access to Challenger's deferred lifetime annuities through Colonial First State platforms.
JAMIE WILLIAMSON
A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business.
JAMIE WILLIAMSON
The Australian Council of Superannuation Investors will welcome a new president and deputy president in August.
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3 MAY 2017
Diversifying risk by investing across a wide range of income sources is often a successful formula across volatile market conditions. The Aviva Investors Multi-Strategy (AIMS) Target Income Fund focuses ...
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Michelle Baltazar
FS ADVICE
A case for digital activism
The time is ripe for financial advisers to embrace their role as digital activists - fiduciaries who are early adopters of finance ...
Emma Rapaport
FS SUPER
Smashed on university fees, smashed on retirement
Since Scott Morrison's pre-budget announcement that debt would be reclassified as 'good' or 'bad', the government spending spree has ...
Christopher Page
FS PRIVATE WEALTH
The next generation
On March 20, David Rockefeller - former Chase Manhattan chair and last of Standard Oil founder John D. Rockefeller's grandchildren ...
Michelle Baltazar
FS MANAGED ACCOUNTS
Hitting the mark
Ten years from now, every financial adviser in the country will be offering their client a managed account solution. It may happen ...
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