Search Results | Showing 101 - 110 of 631 results for Michelle Baltazar |
| | Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director ... |
| | | Despite some protests on the details of the proposed FOFA reforms, Assistant Treasurer Bill Shorten said the changes, particularly the ban on 'conflicted remuneration', can only improve the planning industry's public image and encourage more Australians ... |
| | | BNY Mellon Asset Servicing has made a raft of upgrades to its platform since the start of the year, including more time-saving tools for broker dealers and institutional investors. This month BNY launched a system that allows broker dealers to consolidate ... |
| | | Fund manager Perpetual is going to the market this year with a new global resources fund, which has beaten its benchmark by a mile since its incubation four-and-a-half years ago. The new fund, Perpetual Global Resources, is managed by James Bruce, who ... |
| | | Premium Wealth Management has named Paul Harding-Davis, previously the head of sales and marketing at Australian Ethical Investment, as general manager. Harding-Davis will start later this month and takes over the role vacated by Jeremy Wardell, who ... |
| | | Global fund manager Janus has won US$700 million ($660 million) of new inflows in the past six months in a portfolio that suits the needs of risk-focused institutional investors. In Australia late last month, Janus' chief risk officer Dan Scherman told ... |
| | | One in two retirees wished they saved more in super or saved earlier in their working life, particularly after belatedly discovering that not everyone can get a full or part pension when in financial strife, a survey found. The Investment Trends 2010 ... |
| | | Women in Super (WIS) continues its push for better representation of women on executive boards, particularly super funds, through a new scholarship program. NSW WIS will fund the attendance of up to four NSW WIS members to a 'Women on Boards' Workshop ... |
| | | The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes. The FOFA reforms will be tabled in parliament by spring ... |
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